Customer portal permissions allow you to control what each customer can access in the portal. Default permissions apply to all newly created customers and can always be customized individually per customer if you choose.

Default permissions apply to all newly created customers automatically.

Navigate to Settings --> Customer Portal to set your default permissions.
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If you want to update the customer portal settings for all existing customers in bulk, you can do this by changing a setting, then clicking the bulk action (blue arrow) icon that appears after the change is made.

Navigate to the customer's profile, hover over the customer's name at the top of the page, then click the green "Customer Portal Access" icon and toggle the permissions on or off as desired.
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Controls whether the customer can access the job and route stop history page in the portal. When off, the page will not appear in the portal at all.

​Hide Chemical Readings
When on, customers can't view which readings were taken on a job or route stop.

Hide Chemicals Added
When on, customers can't view which chemicals were added on a job or route stop.

Controls whether the customer can access the billing page in the portal. When off, the page will not appear in the portal at all.

This setting applies to all customers and determines whether your customers can turn OFF auto-pay in the customer portal. When this setting is toggled off, the customer will not be able to turn off auto pay and will instead see the custom message you set.

💡 Customers can always activate auto-pay and switch auto-pay from one payment method to another regardless of this setting.
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