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Customer Portal Link

how to send a customer their portal link

Kyle Miller avatar
Written by Kyle Miller
Updated over 12 months ago

Go to the customer profile, about half way down the screen you will see an orange button that says "View Portal"

Click that link to view the portal just as the customer would see it.

Use the light blue Access Emails button on the right, and click "Send BOL Portal" to email the link along with instructions.

If you want the customer to be able to view inspection images on the BOL portal, be sure to toggle the switch "Portal Inspection Flag" under the customer profile.

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