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

Customer Portal

Activate Customer Portal, configure portal settings, and manage how customers submit and follow requests.

Customer Portal gives your customers their own portal in OutSmart.

They can submit requests, follow work orders, and view shared information.

Customer Portal is a Power-Up. After it is available on your account, you manage it through Settings → Portal settings.

What you do with Customer Portal

  • let customers submit work order requests themselves

  • control what customers can see in the portal

  • manage portal users, branding, emails, and request flows

In this guide

Start with activation and setup.

Then configure the portal sections that match your process.

Last updated

Was this helpful?