# Portal Links (https://docs.carlio.app/docs/customers/issue-a-customer-portal-link)

Give a customer a private link to follow cars, payments and documents



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 link [#create-the-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 link [#send-the-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 link [#replace-or-delete-the-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 sees [#what-the-customer-sees]

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](/docs/customers/keep-customer-notes-documents-and-messages). The messages of the customer arrive on the **Messages** tab. The portal page has its own guide.

## Notes [#notes]

* 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.