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This guide covers the administrative portal settings available in your workspace settings panel. These settings control portal access, feature availability, and client management.
This feature requires administrator or workspace owner permissions. Changes made here affect all users in your workspace.
Who should read this: Workspace administrators who manage the customer portal from the settings panel.Prerequisites: Admin or Account Owner role.
Go to Settings > Portal. The portal settings page has two sections:
  • Portal Configuration — enable/disable the portal, set features, and manage branding.
  • Clients — manage individual client access via Settings > Portal > Clients.

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Portal configuration

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Enable or disable the portal

Toggle the Enable Customer Portal switch. When disabled:
  • The portal URL returns a “Portal not available” page.
  • Existing client sessions are ended.
  • Client data is preserved and will be available when the portal is re-enabled.

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Feature toggles

Control which features are available to portal clients:

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Request routing

Configure how incoming trip requests are handled:

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Branding

See Manage Portal Branding for logo, color, and welcome message configuration.

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Client management

Navigate to Settings > Portal > Clients to manage individual client access.

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View client list

The client list shows:

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Suspend a client

  1. Click the client’s row to open their detail page.
  2. Click Suspend Access.
  3. The client can no longer sign in to the portal. Their data is preserved.
To reactivate, click Reactivate Access on the same page.

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Remove a client

  1. Click the client’s row to open their detail page.
  2. Click Remove Client.
  3. Confirm the removal.
Removing a client revokes their portal access permanently. Their trip history and passenger data remain in your workspace for record-keeping, but they can no longer sign in. To restore access, you must send a new invitation.

Set Up the Customer Portal

Initial portal setup guide.

Send a Portal Invite

Invite new clients to the portal.

Portal Features Reference

Complete feature list for portal users.

Manage Privacy

Privacy controls for client data.
Last modified on April 11, 2026