Who should read this: Workspace administrators who manage the customer portal from the
settings panel.Prerequisites: Admin or Account Owner role.
Navigate to portal settings
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.
Portal configuration
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.
Feature toggles
Control which features are available to portal clients:| Feature | Default | Description |
|---|---|---|
| Trip requests | On | Clients can submit new trip requests. |
| Quote review | On | Clients can view and accept/decline quotes. |
| Passenger management | On | Clients can manage their passenger directory. |
| Invoice viewing | On | Clients can view trip invoices. |
| PDF downloads | On | Clients can download invoice PDFs. |
| Messaging | On | Clients can exchange messages with your team. |
| Travel document requirement | Off | Passengers must have travel documents before trip assignment. |
Request routing
Configure how incoming trip requests are handled:| Setting | Options |
|---|---|
| Auto-assign dispatcher | Select a default dispatcher or leave as manual assignment. |
| Request notification | Who receives email notification for new requests. |
| Require approval | All requests need explicit dispatcher approval. |
Branding
See Manage Portal Branding for logo, color, and welcome message configuration.Client management
Navigate to Settings > Portal > Clients to manage individual client access.View client list
The client list shows:| Column | Description |
|---|---|
| Name | Client full name. |
| Login email address. | |
| Role | Owner, Charter Client, or Customer. |
| Status | Active, Pending (invitation sent), or Suspended. |
| Last login | Date and time of most recent portal sign-in. |
| Trips | Number of trips associated with this client. |
Suspend a client
- Click the client’s row to open their detail page.
- Click Suspend Access.
- The client can no longer sign in to the portal. Their data is preserved.
Remove a client
- Click the client’s row to open their detail page.
- Click Remove Client.
- Confirm the removal.
Related
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.