I’m using the official Cloud Edition (URL: https://[mybusiness].manager.io).
I’ve enabled the Customer Portal in Settings, and my customers have valid email addresses. However, when I go to the Customers tab, I do not see the “Customer Portal” button at the top of the screen. I’m the Admin user, and I’ve tried refreshing, using different browsers, and creating new test customers — the button still doesn’t appear.
Could you please advise or check if there’s an issue with my account setup?
Thank you,
Hi and welcome to the forum @accercorp,
There is no button that appears on the Customers tab.
Customer Portals links are only displayed under Settings > Customer Portals
Thanks for replying.
How do I set up a username and password for the client to have secure access to the portal?
The guide document at https://www.manager.io/guides/customer-portals explains that the client can have a secure online interface.
Can you help me with that?
Hi @accercorp,
I apologize for the late reply, there is no password.
The long cryptic url and unsearchable webpage both serve as a security measure as strong as – if not stronger than – a basic password.
You just need to make sure that the url isn’t shared by mistake to someone else
