How to create a new customer portal

Creating a customer portal is a guided flow in four steps. You define the customer's branding, their location, how they work with the platform and, if you want, their first employee — without leaving the flow.

Everything you set here is also available later in the customer detail view, so no decision in the flow is final.

Where to start

You have two entry points:

• Sales → Customers → Add new customer — the route to use while you are working on the account.
• Add → New customer in the top bar — the quick route from anywhere in the portal.

Both open the same flow. The panel on the right shows the four steps and where you are: Customize your workspace, Set your location, Portal settings, Add your first employee.

If the customer already has an invitation ID, use Enter invitation ID on the Customers page instead.

Step 1: Customize your workspace

Start with the customer's look and feel.

Select the company language, enter the company domain and click Find branding. Equipme reads the customer's corporate design from their website, so you don't have to collect logo files or colour codes yourself.

What comes back:

• Brand assets — the company logo and the favicon.
• Brand colors — the colours found on the site, shown as swatches. Pick the one to use as the primary colour.
• Preview of your workspace — check the result before you continue.

Use Skip if you don't have the domain at hand or the customer wants to supply their own assets later. All branding settings can be changed at any time in the workspace settings.

Step 2: Set your location

Enter the customer's location. This address is the basis for the workspace and for everything built on top of it, such as deliveries and the customer's own location structure.

Step 3: Portal settings

This step decides what the customer sees and can do when they log in — ordering permissions, portfolio inheritance, warehouse access, the ticket system, premium modules, report configuration and the currency.

Take a moment here. Setting it up correctly now saves a round trip through the customer settings later.

Step 4: Add your first employee

The last step creates the customer's first user, who automatically becomes the portal administrator. Enter first name, last name and email, and switch on Send invitation to users via email to send the invitation straight away.

This step is optional. If you want to set up the portal further before handing it over, leave the fields empty and select Done. You can invite the customer whenever you are ready.

The customer portal is created and ready to work with.