Setting Default Settings for the Customer Portal

You can customize the features your customers can access from within their customer portal.

Step 1

Navgate Control Panel > Customer Portal > Default Settings

Note: The default settings selected will be applied to any new customers brought into the system.

  • Display Invoice with Parent (displays sub customer invoice with their parent customer)
  • Allow Customer to Edit Profile
  • Allow Customer to Edit Stored Card
  • Allow Customer to Change their Auto-Pay Settings
  • Receive Notifications on Customer Edits

Step 2

If you want to change a current setting for all existing customers click Update settings for all customers.

  • Select the Setting Name
  • Select the settings Value (whether you want it to be on or off)
  • Click Set value to all customers