Portal — Customer Self-Service

Overview

The Customer Portal gives customers and vendors limited self-service access without full backend licences.

Typical portal features (when enabled):

Portal users have Portal security group — not SMEOne User backend access.

Step-by-Step Guide

Invite a customer to portal

1. Open Contacts → customer record.
2. Enter Email on the contact.
3. Click Grant Portal Access (or Action → Grant access).
4. Customer receives email with signup link.
5. They set password and access /my.

Customer views invoice

1. Customer logs in to portal.
2. Opens Invoices.
3. Downloads PDF or pays online if payment acquirer is configured.

Subscription contracts (if module installed)

1. Customer navigates to /my/contracts.
2. Views active subscriptions and billing history.
3. Downloads contract PDF per configuration.

Reset portal password

1. Customer uses Reset Password on login page.
2. Or administrator sends new invitation from contact record.

FAQ

Q: Is portal included in all SMEOne projects? A: Optional — confirm in your statement of work. Motherboard supports it; activation is implementation choice.

Q: Can vendors use portal? A: Yes — grant portal access on vendor contacts for PO and bill visibility.

Q: Is portal data secure? A: Portal users see only documents linked to their contact record.

Q: How many portal users are allowed? A: Portal users typically do not consume paid seats — verify licence with Adneti.

Q: Can I customise portal pages? A: Website/portal theming is a developer task — coordinate with Adneti for branding consistency.