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Managing Module Visibility in the Customer Portal

Step-by-Step Instructions

  1. Managing Module Visibility in the Customer Portal - Step 1

    This video shows how to display or hide modules in the customer portal, giving you full control over what portal users see.

  2. Managing Module Visibility in the Customer Portal - Step 2

    Go to Settings. Click Configure Customer Portal. Locate the Displayed Modules section.

  3. Managing Module Visibility in the Customer Portal - Step 3

    Available modules include Quotes, Assets, Jobs, and Invoices. Drag the module you want to hide from the

  4. Managing Module Visibility in the Customer Portal - Step 4

    displayed list to the Hidden list. Once arranged, click Save. Note: hiding the Asset module also hides

  5. Managing Module Visibility in the Customer Portal - Step 5

    related modules. This includes the Defect module and Inspection Planner.

  6. Managing Module Visibility in the Customer Portal - Step 6

    Hiding Jobs or Quotes also hides their modules and related request buttons, such as Request Job and Request Quote. Additionally,

  7. Managing Module Visibility in the Customer Portal - Step 7

    related Job modules such as Job History are also hidden. The Invoice module is hidden when adjusted. Click Save, then go to your portal and log in with your credentials. Changes are reflected immediately.

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