# Customer & partner portal module

> Reference for the portal: customers, suppliers and riders sign in to see invoices, statements, quotations, bookings, deliveries and more. How to switch it on.

Source: https://docs.smartposhub.com/modules/portal/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

The **Customer & partner portal** is a self-service website where your customers, suppliers and riders sign in. Customers see invoices (printed with your invoice layout, and as PDF), their statement, quotations to accept or decline, payments, returns, reward points, deliveries, bookings, memberships and repair status. Suppliers see purchase orders (and can confirm them), purchases, payments and their statement. Riders get their deliveries with call, map and delivered / could not deliver buttons. See also [Customer portal](https://docs.smartposhub.com/customers/customer-portal/).

> **How to turn it on**
> 1. **Plan:** Every plan
> 2. **Switch:** Settings › Business Settings › Modules › Customer & partner portal, then Portal › Portal settings (Customer portal, Supplier portal, Rider & staff portal)
> 3. **Permission:** Portal: see portal users, requests and deliveries / invite, revoke, settings, View as

## Set it up

1. Switch on **Customer & partner portal** in **Settings › Business Settings › Modules**.
2. Open **Portal › Portal settings**. Tick the portals you want, choose sign-in options (**Sign in with an e-mailed code**, **Sign in with a text-message code**) and write a **Welcome message**.
3. In the **Customer portal** and **Supplier portal** sections, choose what people may see and do (invoices, quotations, accept / decline quotations, payments, purchase orders and so on).
4. Open **Portal › Portal users** and invite customers, suppliers or staff.
5. Handle what they send in **Portal › Requests** (quotation answers, profile changes, cancellations) and **Portal › Rider updates** (delivery proofs and cash to post).

![Portal settings with the portal sign-in link, Customer, Supplier and Rider and staff portals, sign-in options and customer portal features](https://docs.smartposhub.com/_astro/on-portal-settings.D684kuEh.png) (web app page: `/portal-admin/settings`)

![Portal users page with invite box and a list of customers and suppliers with status, invited and last sign-in dates and View as and Remove access buttons](https://docs.smartposhub.com/_astro/on-portal-users.D9MXNLUB.png) (web app page: `/portal-admin`)

## Related pages

  - [Customer portal](https://docs.smartposhub.com/customers/customer-portal/)
  - [Customer ledger](https://docs.smartposhub.com/customers/customer-ledger/)
  - [Shipping & delivery](https://docs.smartposhub.com/modules/shipping/)
  - [Booking payments](https://docs.smartposhub.com/modules/booking-payments/)

## Frequently asked questions

### Who can use the portal?

Customers, suppliers and staff such as delivery riders you invite. Each portal type is switched on separately in Portal settings.

### Where do people sign in?

At /portal on your app address, for example app.smartposhub.com/portal/login. Portal settings shows your exact sign-in link.

### How do I invite someone?

On Portal › Portal users, search the customer or supplier and invite them, or use the Portal tab on their contact page. They receive an invitation e-mail.

### Can customers sign in without a password?

Yes, with Sign in with an e-mailed code (on by default). A text-message code is also possible when SMS is set up.

### Can I see what a customer sees?

Yes. View as opens a read-only preview of their portal.

### Is the portal in every plan?

Yes, the portal is available on every plan. It is off until you switch it on.