Customers with login vs without login

Customers with login vs without login — this article covers what it is, where it lives in OneSuit and exactly what to do. Part of the Customers & Suppliers section of the OneSuit Knowledge Base.

Where to find it: People

Steps

1. Without login — walk-in and regular customers.
2. With login — they can access the client portal (jobs, invoices, payments).
3. Convert anytime by enabling portal login.

Tips

• Dealers and corporate clients should have logins.

Need help?

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