Client (customer) portal login for your customers

Client (customer) portal login for your customers — this article covers what it is, where it lives in OneSuit and exactly what to do. Part of the Login & Account section of the OneSuit Knowledge Base.

Where to find it: People → Customers with Login

Steps

1. Open the customer.
2. Enable Portal login.
3. Set a password or send a reset link.
4. Share the portal URL (your subdomain/portal).

Tips

• Customers without login stay as walk-in customers.

Need help?

If something on this page does not match what you see in OneSuit, message our support team on WhatsApp with your subdomain and a screenshot — we reply within minutes during business hours (Mon–Sat, 10am–8pm PKT).