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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

Customer Portal settings affect what customers can see or do outside the staff app. Test changes with a sandbox customer before enabling new behavior in production.

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Open Customer Portal Settings

  1. Open Settings.
  2. Choose Entity Settings.
  3. Open Sales Channels.
  4. Choose Customer Portal.
Customer Portal settings page showing portal login link, access toggles, and customer visibility toggles

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Decide What Customers Can Access

Use portal access toggles to decide whether customers can sign in and which records are visible after login.
  • Portal enabled: allows login-based portal access.
  • Customer addresses: lets customers manage saved addresses when enabled.
  • Order tracking: exposes customer-safe tracking details when shipments exist.
  • Serial numbers: shows serialized product details to customers when applicable.
  • Account credits: shows customer credit information where the portal supports it.
  • Cancellation settings: controls whether eligible customer cancellation actions are exposed.
Return and RMA work is currently staff-owned in the internal Returns workflow. Do not tell customers to use a standalone portal Returns page. Shared links are tokenized public links used for customer-safe actions such as viewing an order, paying, tracking a shipment, or approving a quote.
Customer Portal settings page scrolled to share link expiry, cancellation fee settings, header color, and welcome message
Review:
  • Default shared-link expiration.
  • Cancellation cutoff and fee policy.
  • Portal header color.
  • Welcome message shown on the customer dashboard.
  • Which customer-facing documents and links your team sends from Arcus.

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What To Test

After changing portal settings:
  1. Sign in as a test customer.
  2. Confirm the dashboard opens.
  3. Open orders, invoices, shipments, documents, quotes, addresses, and payment methods.
  4. Open a fresh public order, payment, quote, or tracking link when that link type is used.
  5. Confirm expired or revoked links show the expected unavailable state.
  6. Confirm customers cannot see records from another account.

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Common Blocks

  • Customer cannot log in: confirm portal is enabled and the account has portal access.
  • Customer sees no orders: confirm the customer is linked to the correct account.
  • Public link still opens after portal is disabled: public links are tokenized and separate from portal login.
  • Portal payment is unavailable: confirm payment connector setup and customer-facing payment settings.
  • Customer asks for a return page: use the internal Returns workflow and customer support process.
  • Branding looks wrong: review portal color, welcome message, logo, and company settings.

Customer Portal Overview

Understand portal login, dashboard, customer navigation, setup requirements, and account-scoped visibility.

Public Order, Payment, and Quote Links

Use tokenized public links for customer order view, payment, shipment tracking, and quote approval.

Portal Returns and RMA Status

Understand current customer-facing return limits and when staff must use internal Returns.

Sales Channels and Customer Portal

Configure sales channels and the broader customer-facing settings area.