Configuring customer access settings

  1. First, click SettingsĀ in the left-hand navigation menu and then click Customer Access in the menu that appears.



  2. For a run down of the fields:

    Customer portal address
    This is the URL that your customers will use to access your Customer Access portal. This is typically a sub-domain of billingbooth.com, and can be whatever you want it to be, e.g. entering mycompany will mean that your customers will need to visit https://mycompany.billingbooth.com to sign in.

    Use external sub-domain
    If you would prefer to use a custom sub-domain on your own company or organisation's domain, you can tick this checkbox to allow you to enter the full sub-domain under the Customer portal address field. In order for a custom sub-domain to work with the Customer Access portal, a CNAME record will need to be created for customers.billingbooth.com and some an SSL certificate will need to be provided to us to set up the secure connection. Services such as CloudFlare offer the ability to do all of this on your side without needing our intervention.

    For more information on setting up an external sub-domain, please get in touch with us at support@billingbooth.com.

    Theme colour
    This is the primary theme colour used in the Customer Access portal. This will typically be a colour used within your organisation's branding, and will need to be entered as an HTML hexadecimal colour (e.g. #FFFFFF for white).

    Allow customer registration
    When this option is ticked, every time an invoice is emailed out from Billingbooth, an additional line will be added to the invoice, telling the customer how to access the Customer Access portal, and how to register. For more information on this, please see Enabling access to your customers.

  3. Once you're happy with the values you have entered, click the Save changes button at the bottom of the form to submit your changes.


Next: Enabling customer portal access

Updated on 2018-06-01 10:58:34 +0100

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