Customising the Customer Portal

Learn how to customise the content of the Customer Portal to cater to different Users.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. From within your CRM, you are able to customise what is shown on the Customer Portal at two levels – Global and Local.
2. Global level settings can be accessed from Admin > Portal reports. These settings are the default settings for all Customers within using your portal.
3. Local level settings can we found within the Customer or Lead screen by navigating to the Portal Reports tab. Local settings supercede Global settings, so any changes you make here will apply only to the Customer or Lead in question.
4. Whether you are amending settings at Global or Local level, the ‘Portal Reports’ screen allows you to update things such as: Files you’d like to share with your Customer(s), the visibility of Bill Validation Dashboards and the visibility of any Energy Management reports you may have access to in line with your subscription.