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A customer portal gives one customer their own address on a neutral web address, such as parkview.domain.cloud. That is where they sign in and see only their own gateways, with your logo, brand colour and name. Access is by invitation only.
Logo, colour and name come from Settings > Branding. Set them up first as described in Set up branding. The first invitation then already goes out in your branding.
What you need
- The role Owner or Admin. Other team members see the block Customer portal, but cannot turn anything on or off.
- A customer with their gateways, as described in Manage customers.
- An account of your own. You cannot turn on a customer portal in the demo account.
Turn on the customer portal
Loading the walkthrough.
After these steps, the customer has their own address and their portal is on.
Open the customer list
Open Customers in the menu.
Open the customer
Click the name of the customer. The customer page opens.
Find the block
Scroll to the block Customer portal, below the gateways of the customer. The address field contains a suggestion based on the customer name.
Enter the address
Enter the address, for example
parkview, or keep the suggestion. If the address is available, This address is available. appears below the field.Turn on the portal
Click Turn on customer portal. Active now appears next to the title of the block, with the full address below it.
The address field only accepts lowercase letters, digits and hyphens, up to 40 characters. The portal domain appears after the field. Use the name of the customer as the address.
The button Turn on customer portal only works once the address is available. The table shows what a message below the field means.
| Message | Cause |
|---|---|
| This address is already in use. | Another customer already has this address, even if they belong to another installer. General names such as www, api, login and admin are reserved |
| Use lowercase letters, digits and hyphens. Do not start or end with a hyphen. | The address starts or ends with a hyphen |
Directly below the customer portal is the block Portal access. That is where you invite the customer's people, as described in Give a customer access. You can only invite while the customer portal is active.
Choose the language of the emails
Invitations, alerts, reports and password emails to the customer's people are sent in the language you choose here. The default is Dutch.
Start editing
Click Edit at the top right of the customer page.
Choose the language
In the block Customer details, choose Nederlands, English or Deutsch under Email language.
Save the change
Click Save at the top right.
Set the customer's permissions
Below the address are switches for what the customer's people may create themselves. The portal saves each switch immediately. If that fails, it shows Saving failed. and the switch flips back.
The table shows what each switch allows and how it is set after you turn on the portal.
| Switch | Default | The customer may |
|---|---|---|
| Create own alerts | On | Create their own alert rules on their gateways. The alert rules you set up keep working |
| Create own dashboards | On | Create their own dashboards. What you prepare stays yours |
| Create own reports | On | Create their own reports and have them emailed |
| Invite colleagues | Off | Give colleagues access to the portal and remove them again. They appear under Portal access |
Which gateways, Modbus devices and registers the customer sees is set separately. That is described in Choose what your customer sees.
Add the customer's logo
Without a logo of their own, the portal shows your logo from Branding. If the customer has their own logo, such as a school, it replaces your logo on the portal and in the emails to the customer. Upload a PNG, JPG or SVG of at most 2 MB.
Start the upload
Under Customer logo (optional), click Upload at For a light background.
Choose the file
Choose the logo on your computer. The portal shows Logo saved.
Add a dark version
Repeat this at For a dark background with a version that is readable on a dark background.
View the portal as the customer
View as customer opens the portal the way the customer's people see it. The button is next to the address while the portal is active. An owner, admin or technician sees it, except in the demo account.
Open the preview
Click View as customer next to the address. The portal opens in a new tab, with a bar at the top saying that you are looking at a preview.
Close the preview
Click Close in that bar.
You cannot change anything in the preview. You cannot sign in at the customer's address with your own account. The sign-in page then shows This is a customer's portal. As an installer you sign in to your own portal.
Turn the portal off temporarily
Turn off Portal active to close the portal for a while. The address then shows This portal is not available and Off appears next to the title of the block. Permissions and invitations are kept. While the portal is off, you cannot invite anyone new and View as customer is missing.
Change the address
A new address follows the same rules as when you turn on the portal.
Edit the address
Click the pencil next to the address (Change address).
Enter the new address
Enter the new address. Wait until This address is available. appears below the field.
Save the address
Click Save.
Confirm the change
Click Confirm in the window.
Remove the customer portal
After removing, the address no longer works. The accounts of the customer's people are kept.
Start removing
Click Remove customer portal at the bottom of the block Customer portal.
Confirm the removal
Click Confirm in the window.
To also revoke all access of the customer, follow Close a customer.
Updated on 5 November 2026
Still stuck?
Email or call us. Include the serial number of the gateway, so we can take a look straight away.
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