Customer Portal Settings
What the customer portal offers -- paying online, accepting quotations, raising cases, asking for returns -- and how its sign-in is kept: two-step, session length, lockout.
Where to find it
- Module: CRM
- Group: Service & Engagement
- Section: Customer Portal
- Screen: Customer Portal Settings
Address in the console: /crm/customer-portal-settings
List · 8 columns · 7 fields on its form · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Portal on | Yes or no | enabled |
| Pay online | Yes or no | allow_pay_online |
| Accept quotations | Yes or no | allow_quote_accept |
| Raise cases | Yes or no | allow_cases |
| Request returns | Yes or no | allow_returns |
| Parents see subsidiaries | Yes or no | include_child_accounts |
| Two-step required | Yes or no | require_mfa |
| Session hours | Number | session_hours |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Pay invoices online | Yes or no | Offered only where a default payment provider is configured. | |
| Accept quotations | Yes or no | ||
| Raise and follow cases | Yes or no | ||
| Request returns | Yes or no | Raised as a Supply Chain return (Returns screen), waiting for your approval. | |
| A parent account sees its subsidiaries | Yes or no | ||
| Welcome text | Long text | ||
| Support email | Email address |
What you can do here
Sign-in security
Two-step sign-in, sessions and lockout
Asks for: Portal switched on Require two-step sign-in Session length (hours) Invitation lasts (days) Attempts before locking Locked for (minutes)
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.