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Customer Portal Admin

Customer Portal is exactly that – a window into your CRM that is tailored for your customers.

To learn more about Customer Portal click here

  • When you create a Quote, Sales Order or Invoice for a customer in CRM, they will immediately be able to view these in Customer Portal.
  • From CRM, you can customise the look and feel of your Customer Portal, control which of your customers have access, and which features they have access to.

Once logged into your portal, customers will be able to:

  • View and place online orders for your Products – prices shown for the customer will be in accordance with the price level you have set them up with in CRM and customers will be able to see current stock levels for each product. Items can then be added to the user’s cart, which will generate a Sales Order and for you in CRM and create an Order in the portal for the customer.
  • View Quotes that they have requested from you in portal, as well as quotes you have previously issued to them.
  • View and track the status of all their Orders – both ones that have been previously submitted or new ones that are created by the customer in the portal.
  • View and track the status of all their Invoices and pay them online. Tall Emu CRM integrates with Stripe and eWay for online payments – you can learn more about these services with our guide to payment gateways and then learn how to set up the integrations with our online guides.
  • View and track the status of all their Tickets.
  • View and track the status of all their Jobs.
Setting up your Customer Portal

You can set up and configure your Customer Portal from Admin > Integrations > Customer Portal – just click on the Settings button.

From the settings page, you can configure the following aspects of Customer Portal:

  1. Choose your Customer Portal URL – you can use a Custom subdomain or Custom Domain. If you’d like to use a Custom Domain, please contact us at [email protected].
  2. Customise your branding by adding your logo and colours.
  3. Choose which features are available to your customers.

In the first section, you can choose from either:

  • A Custom Subdomain – ensure this box is ticked, type in your preference and click Test. All Customer Portal subscriptions automatically give you the ability to use a Custom Subdomain.
  • A Custom Domain – Just ensure that the box is ticked, enter your desired domain and click Test. Contact us at [email protected] if you’d like to utilise this option.

The next section allows your customise the look and feel of your Customer Portal by adding a logo and selecting the colour scheme you would like to apply.

The last section allows you to select the features that your customers will have access to in the portal – tick to add and un-tick to remove the features from Customer Portal.

Make sure that you save your changes and test your Customer Portal configuration by using the buttons at the bottom of the screen.

Give Companies access to Portal
  1. Select and open the desired Company record.
  2. Click on Edit.
  3. Tick the box next to Allow Customer Portal.
  4. Click on Save & Close.

The Company will now have access to Customer Portal and you can now create logins for specific Contacts so that they can access the portal.

Note that you must have first given the Company access to the portal before you can create logins for Contacts.

Editing a Company record to allow portal access

A Company record with portal access allowed

Create Portal logins for Contacts

In the Company record, navigate to the Contacts tab and select the person you’d like to create a login for.

Select Contacts to a portal login for

When the Contact record opens, you will see a new button to Create Portal Login – click this to provide the person with a login. You can repeat this process for each Contact that you want to have a portal login.

Creating a portal login for a Contact

The Contact will then receive an email granting them access to Customer Portal – they just need to click on the Accept Invitation button in the email.

Example portal login email for a Contact

Contacts click here in the email to accept the portal invitation

Once the invitation is accepted, the Contact will then be taken to set up their portal password.

Creating a portal login password

Once the password has been created, the user will be taken directly to your portal login page where they can log in with their email (the login email will be the one that the initial invitation email was sent to) and password.

Customer Portal login page

Administration for Customer Portal users

In Teams, you will have a new Team called Customer Portal Users – this is created by default when you have the portal active on your subscription. If you haven’t yet added portal capabilities to your subscription, you will not see this Team in your system.

Team for Customer Portal Users

A Customer Portal Users Team

If you scroll to the bottom of the permission list, you will see that there are options specifically for Customer Portal – you can determine what your customers can see and do by adjusting these permissions. Ensure that you click on Update to apply any changes you make.

Customer Portal permissions in a Team

At the bottom of the Team form, you will see all the members that have access to your Customer Portal.

Customer Portal Team members

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