After accepting your email invite to the Customer Portal, your customer will be asked to set up an account
They can choose to use Single Sign On through Google or Microsoft, or set their account manually
2
They will land on their profile page, where they can opt-in to what notifications they'd like to recieve, and where
Your customers can choose to be notified in-app and through email
3
Click on 'Save' to save their settings
4
From the side-bar menu, click on 'Orders'
5
This will list all orders, past and current, they have with your organization
6
Clicking on an order will send them to the Order Detail View
From here they can view order details, status, location, live chat with your team, and upload documents
Well done!
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