Portal Links

Issue a portal link so that a customer can follow the cars, the payments and the documents shared by the dealership.

Requirements: The Issue Customer Portal Links permission. The Customer Portal card does not appear without it.

Create the linkCopy Anchor Link

1. Open the customer page.
2. In the Customer Portal card, select Create link.

The toast Portal link created confirms the link. The card shows Open Portal and the date under Expires.

Send the linkCopy Anchor Link

1. In the Customer Portal card, open the menu.
2. Optional: select Language and choose a language. The option Their language lets the browser of the customer decide. Another choice fixes the page language.
3. Select Copy link or Send on WhatsApp.

The toast Link copied confirms a copy. Send on WhatsApp prepares a message that invites the customer to track the car, the payments and the documents, followed by the link. The message goes to the phone number of the customer when the record has one.

Replace or delete the linkCopy Anchor Link

• Change Link creates a new link and stops the old link. The toast reads Portal link rotated.
• Delete removes the link. The toast reads Portal link revoked.

What the customer seesCopy Anchor Link

The portal shows the cars, the payments and the documents of the customer. A document appears only when the team shows it. See Keep notes, documents and messages for a customer. The messages of the customer arrive on the Messages tab. The portal page has its own guide.

NotesCopy Anchor Link

• A new link expires after 180 days. The Expires row shows the date.
• Anyone who holds the link can view the cars, the payments and the documents of the customer. The link has no password.
• Revoke the link when a customer reports that the link reached another person.