Customer Portal- Granting access

This article will show you how to grant access to your customers to the self serve Customer Portal.

Please see video at the bottom of the page

1. Log in to Benji Pays.

2. Access Customer Portal Settings: In the blue menu to the left of the screen, click on "Settings" and then click on "Customer Portal Settings".

3. Enable Access: Scroll down to "Self-Serve portal settings". Click on "Enable Access to your self-serve customer portal" to grant your customers access.

Step 4: Enabling Customer Portal access to your customers: You can do this individually or in a batch.

To grant access to individual customers follow the steps below:

Step 1: Go to "Customers" and select the customer you want to give access to.

Step 2: Click on the gear symbol.

Step 3: Toggle "On" Portal Access. You can also add new email addresses under each customer if they have additional email addresses.

To grant access to all customers follow the steps below:

To enable all customers to the Customer Portal at once, under customers select all customers by checking the box by the customers' names. Click "Batch Actions" and select "Enable Customer Portal Access".

To invite customers to the Customer Portal please make sure you have " Include a link to Customer Portal in all emails" enabled. The link will then be included at the bottom of all emails you send out to your customers from Benji Pays. Click "Save Portal Settings".