Customer Portal

Customer Portal Settings

Portal access, secure links, customer self-service, role defaults, customer actions and customer-facing notifications.

Secure-link flows remain available alongside the logged-in portal.

Portal enabled

Main customer portal availability.

Secure-link approval enabled

Offer approval without logged-in portal account.

Secure-link payment enabled

Invoice payment without logged-in portal account.

Logged-in portal enabled

Full customer account experience.

Customer self-service enabled

Customers can request new services and cancellations.

Audit portal actions

Customer user activity is captured in mock audit history.

Customer portal users only see explicitly visible catalog entries.

Items default

Internal only

Plans default

Internal only

Bundles default

Internal only

Portal branding

Powersoft365 Portal

Customer Owner / CEO

Customer Accountant

Customer Operations Manager

Customer Viewer

These actions are still controlled by customer roles and permissions.

Customer Owner, Accountant, Operations Manager and Viewer permissions are visible for demos.

Permission	Customer Owner / CEO	Customer Accountant	Customer Operations Manager	Customer Viewer
Customer portal permissions
View dashboard
View active services
View acquired items
View visible catalog
View offers
Accept offers
Reject offers
View invoices
Pay invoices
View payments
View subscriptions
Request new services
Request cancellation
View implementation status
Manage customer users
Manage payment methods
Edit account settings
Edit company billing info

Customer-facing notifications are mock email/portal preferences only.

Offer sent or accepted

Email + Portal

Invoice issued or overdue

Email + Portal

Implementation status changed

Email + Portal

Cancellation requested or approved

Email + Portal