For the complete documentation index, see llms.txt. This page is also available as Markdown.

Setup

This page walks through how to add and configure a Customer Portal.

Step 1: Add a Customer Portal Page

Add a Customer Portal page to your site. This page serves as the entry point for logged-in customers.

Step 2: Open Portal Configurations

Select the Customer Portal page and click the Edit icon to open the configuration panel.

Step 3: Configure Portal Settings

Customize the portal using the following configuration sections:

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