Why It Matters
The Customer Portal gives homeowners a dedicated place to view their project information, helping improve communication and reduce back-and-forth updates. By enabling it, you can provide customers with a more transparent and organized project experience.
What You'll Need
Access to the SubcontractorHub platform.
Admin access to Organization Settings.
Step-by-Step Instructions
Step 1: Click your Profile icon.
Step 2: Go to "Settings".
Step 3: Select "Customer Portal Settings".
Step 4: Click the Edit icon.
Step 5: Turn on the "Enable Customer Portal" toggle.
Step 6: Click "Update" to save your changes.
Pro Tip
Enable the Customer Portal before assigning active projects to customers so they can access their project information as soon as they're invited.
Troubleshooting
Issue | Solution |
The Customer Portal is not visible. | Make sure the Enable Customer Portal toggle is turned on and click Update to save the setting. |
The Edit option is unavailable. | Confirm you're signed in with an admin account that has permission to manage organization settings. |
Customers still can't access the portal. | Verify that the portal is enabled for the organization and refresh the project after saving the changes. |
Changes aren't reflected after updating. | Refresh the page or reopen the settings to load the latest configuration. |
Real-World Example
A roofing company enables the Customer Portal before starting a new project. Instead of calling for routine updates, the homeowner can access their project information through the portal, giving them a clearer view of their project's progress while reducing follow-up requests for the team.