How to activate the Customer Portal

In this step-by-step guide we will walk you through how to activate the customer portal in your Workshop Software account.

Please note: this feature is available on our Gold subscription level

Below is the step-by-step written instructions.

1. Select “Settings” from our left-hand navigation menu bar and then select “Customer Portal

Click on settings then customer portal

2. Click on the green “Activate Customer Portal”.

Click on the green "Activate Customer Portal" button

3. A pop up box will appear asking if you are sure you want to turn on the Customer Portal. Click “Yes” if you want to continue.

Pop up box asking if you want to proceed. Click yes.

4. You will now see confirmation that the customer portal has been activated.

Green confirmation bar confirming your customer portal has been activated

Now that you have activated the portal, check out this guide on how to send an invitation to your customers to set up their login details.

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