Customer portal

The customer dashboard is the customer's own view of their relationship with your business. They sign in with the portal user linked to their customer record. The home area shows their profile and the active service cards you have chosen to display. A service's status badge and custom text can be hidden independently in the administrator profile.

The portal also gives the customer access to payment history, projects and tickets. Payment methods appear when you have configured them, and available invoices can be viewed from the relevant payment area. In Projects, customers see work made visible to them and can participate through the available comments and review flow. In Tickets, they can open a request and reply to an existing conversation.

If a person signs in but sees “No customer record found,” their portal user is not linked to a Climenos customer. Correct the user association in the customer's profile. If a service or project is missing, check that it is active and marked visible to the customer rather than assuming the portal is broken.

Related: Customer profile, Services, Projects and Tickets.