Enable Customer Self Service

For customers to edit their subscriptions they need customer portal access. 

1. To automatically enable portal access for new customers, navigate to the Administration Settings through the gearbox in the top right corner and click on ‘Preferences’ under Customization.

2. Click on the ‘Customers’ tab and set the ‘Auto Enable Portal’ parameter to True. If instead you want to control access, set it to False. 

3. Enter the Customers module and click on any customer you wish to grant portal access. Click the ‘Enable Portal’ button.

4. A pop up will ask you to input a temporary password to access their portal which can later be changed. 

5. The portal is now active. Scroll down in the customer view. 

6. Enter the ‘Emails’ tab to find the email that was sent to the customer welcoming them to their self service portal. 

7. This email carries the credentials needed for them to access their self service portal to edit their subscriptions. 

8. This is the default customer portal view where customers can manage their subscriptions. 

9. If you do not see this email, navigate back to settings and click on ‘Email Notifications’ under Email Settings. 

10. Under the Customers tab make sure your customer portal invitation email is enabled. You can also preview the email and edit the template that is used in this view. 

That is how you enable portal access for customers to edit their subscriptions.