How do I enable the customer portal for a single client?

If you prefer to authorize access to your customer portal individually, it's easy with Key Accept and Sync.

Last Updated: February 2, 2024

What's in this article?

From the left navigation, go to Customers


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Select the customer


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Navigate to the Customer Portal section and click the slider next to Activate


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A confirmation message will pop up. Choose Activate to enable access to the customer portal.


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The customer portal status will update to Pending. If your client does not receive the email, you can click Resend to send the invitation again.

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