How to Invite a Customer to the Portal?

Your customers don’t need to call or email you for every status update. Invite them to the Customer Portal and they get their own secure login to track active orders, follow live deliveries, and manage their wallet — all from a self-service app. You control access from the customer’s profile: invite, reset the password, or switch access off at any time.

Why Invite Customers to the Portal?

Fewer status calls — customers check their own orders and deliveries instead of asking your team.
You stay in control — access is per-customer, and you can disable or re-enable it whenever you need to.
Simple sign-in — the customer logs in with the email already on their record, so there’s nothing extra to set up.

Want to know what the customer actually sees after they log in? See How Customers Use the Self-Service Portal.

Before You Start

Two things need to be in place:

The customer must have an email address on file. Sign-in uses that email, so the invite can’t be sent without one. If it’s missing, add it first — see How to Manage Customers?.
You need the customers.write permission. The portal button appears on the customer profile only for users who can edit customers.

Invites are currently delivered by email only. An SMS option is shown in the drawer but is marked coming soon.

Open the Portal Access Panel

Go to Customers and open the customer’s profile.
In the header, click the Customer portal button (the one with the phone icon).
The Portal access drawer slides in from the right.

On delivery- or EV-focused businesses the same button reads Rider portal instead of Customer portal — it opens the exact same panel.

At the top of the drawer you’ll see the current Status:

Status	What it means
Not invited	The customer has never been given portal access.
Active	Portal access is on; the customer can sign in.
Disabled	Access was switched off; the customer cannot sign in.

The drawer also shows the Sign-in identity pulled from the customer record — their email and mobile — so you can confirm you’re inviting the right person.

Send the Invite

With the status at Not invited, check the email shown under Sign-in identity is correct.
Under Send credentials via, Email is selected by default (SMS is greyed out and marked coming soon).
Click Invite to portal.

Rentablez creates the customer’s portal login and shows a Credentials panel with the sign-in URL, the customer’s email, and a temporary password.

Copy the credentials before you close the drawer. The temporary password is shown only once, right after you invite. Use Copy all to grab the URL, email, and password together, then share them with the customer. Automatic email delivery is on the roadmap, so for now pass the details along yourself.

Once the invite succeeds, the status changes to Active.

Manage an Active Customer’s Access

Reopen the drawer for a customer whose status is Active and you get a few extra controls:

Reset the password

Click Reset password to generate a fresh temporary password — useful if the customer is locked out or forgot theirs. As with the invite, the new password appears in the Credentials panel once; copy it and share it before closing.

Disable access

Click Disable portal access to switch the customer off. Their status becomes Disabled and they can no longer sign in — handy when an account is on hold or a relationship ends. Their record and history are untouched.

Re-enable access

For a Disabled customer, click Re-enable portal access to turn sign-in back on without creating a new invite. The customer’s existing password still works.

When a customer is Active, the drawer also shows their last sign-in time (or a note that they haven’t signed in yet), so you can tell whether they’ve started using the portal.

For any invited customer (Active or Disabled), the drawer shows the Sign-in URL with a Copy button. This is the address you point customers to when they need to log in. The URL is the same for everyone in your organization, so you can share it freely.