What you'll need
- An email address or a UK mobile number on each customer's record
They get a link to your portal by email or text, then sign in with a code we send them. There's no password.
One customer
- Open the customer. Under Customer portal, choose Invite to portal, or Invite to portal by text if they have a mobile.
- Check who it goes to and choose Send.
Many customers
- On Customers, tick up to 200 customers and choose Invite … to portal. Or choose Invite everyone not yet invited.
- Check how many get an email and how many a text, and read The email they get and The text they get.
- Choose Send invitations.
To invite new customers by themselves, turn on Invite new customers to the portal automatically in Settings, Business details, under Customer portal.
What happens next
The customer's Customer portal panel shows Invited, then Signed in and the date. For a business customer, choose Add someone to invite another person by email, such as someone else at a letting agency.
Invitations by text count towards your monthly texts.
If something goes wrong
- “There’s nobody to invite.”: everyone ticked is already invited, or has no email or mobile.
- “… no email or mobile number.”: add one to their record.
- “… asked for no texts.”: they only have a mobile and replied STOP. Add their email.
- “… there aren’t enough texts left.”: invite them later, when there are texts left.
Who can do this
The owner and managers invite customers. Only the owner removes someone's access, with Remove access.
Still stuck? Send us a message.