This help page is for users in Creator 5. If you are in the newer version (Creator 6), click here. Know your Creator version.

Understand customers in customer portal

Customers are external users of the customer portal. You can add customers individually or import customers in bulk. Once customers are added, they will be sent an invitation to register for the customer portal. Once a customer receives an invite, they need to visit the customer portal and sign up for it. Customers can be given specific permissions by the admin, which helps gives them access to the sections that relevant to them instead of all the sections of the customer portal. Your customers can log in to your dedicated portal, access applications shared to them, and  submit data. 

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