12. The customer portal

The portal is your customers' side of the shop: reorders, artwork approval, invoices, designs and messages, in your brand. It lives at /portal and it is included on every plan.

What customers can do

Screen	What they do there
Dashboard	See jobs in flight, what needs their approval, open invoices, YTD spend, and reorder tiles
My orders	Every order, its stage, its promised date, and a one-click reorder
Artwork	Review proofs, approve, or request a change with a note
Invoices	View, download the PDF, and pay through a hosted link
Catalogue	Your range at their price list rate
Design	The in-browser designer for one-offs
Designs	Every design on file for them
Cart	Build an order themselves, with coupon codes
Messages	A threaded conversation with your shop, per order
Wishlist	Save styles for later
Account	Their profile and password
Privacy	Export their data or request deletion

Configuring it

Everything customer-facing about the portal comes from brand and portal settings:

Setting	Effect
Shop name, accent colour, location	The portal's identity
Welcome message	The line under the greeting
Primary CTA label	The main button
Show YTD spend	Their running spend this year
Show reorder favourites	One-click reorder tiles for previously ordered SKUs

Prices customers see come from their price list, including the discount percent on that list. A customer on the Club rate list sees "Club rate" badges and discounted prices, which is exactly the reassurance a club treasurer wants.

Getting customers logged in

A portal login is a portal user, tied to one organisation. It is a separate credential from a contact, so adding a contact does not by itself create a login.

There is no self-serve invite button in the workspace today. To get a customer onto the portal:

1. Make sure the organisation and its contact exist, with the right email.
2. Ask support to enable portal access for that contact, or have it set up as part of your onboarding.
3. The customer then sets their own password with Forgot password on /portal/login, which emails them a reset link.

Start with your three best trade accounts

Do not roll the portal out to your whole list at once. Pick the three customers who email you most, get them using it, and let them tell you what is confusing. The reorder and approval flows are the ones that save you the most time, so watch those first.

What a customer can and cannot see

This is worth being able to answer confidently when a customer asks.

	Can see
Their own orders, artwork, invoices, designs, messages	Yes
Their organisation's price list rate	Yes
Another organisation's anything	No
Your costs, margins or supplier prices	No
Your internal notes on their record	No
Other shops on the platform	No

Isolation is enforced at the data layer, not by hiding buttons. A portal user requesting another organisation's invoice by id gets a 404, not the invoice.

Private surfaces, including the portal, carry a noindex header, so nothing a customer does in there ends up in a search engine.

Data requests

The portal has a Privacy page where a customer can export their own data or request deletion, which covers the day-to-day of GDPR, CCPA and APP subject requests without you handling them by hand. See data, privacy and GDPR.

Next

13. Your team and roles