Customer Profile: Overview Section - Portal Users Tab
The Portal Users tab on the Customer Profile screen contains contact details for all portal users on the customer record, including name, email, and status. In order for a user to log into the Customer Portal, where they can create and manage tickets, invoices, and payments, they must exist as a portal user on this tab.
At this time, contacts and portal users are entirely separate in Rev.io PSA. For contacts on the customer account to log into the Customer Portal, you will need to add them to the Portal Users tab. Once a user is added as a portal user, they will receive an email with a link to their specific portal and their login information.
Each field on the Portal Users tab is defined below.
| No. | Label | Definition |
| 1 | Name | First and last name of the portal user. |
| 2 | Email address for the portal user. | |
| 3 | Status | Status of the portal user. Status options include Active or Inactive. |
| 4 | Actions | Click the Impersonate link to view the Customer Portal as if you were that user. |
The following actions are available on the Portal Users tab.
- Add a new portal user by clicking the New Portal User button at the top of the tab. See the Add/Edit Portal Users article for more information.
- Sort the results in the table by clicking the column label in the table header.
- Edit the portal user by clicking the ellipsis at the end of the user's row and selecting Edit from the menu options. See the Add/Edit Portal Users article for more information.
- View more details for the portal user by clicking the ellipsis at the end of the user's row and selecting View from the menu options. See the View Portal User Details article for more information.
- Change the Status for a portal user by clicking the ellipsis at the end of the user's row and selecting Set Active or Set Inactive from the menu options.
- Access quick actions for payments, charges, credits, or invoices on the customer account. See the Customer Profile: Quick Actions article for more information.
Tabs in the Overview Section
For information on other tabs in the Overview section of the Customer Profile screen, see the related articles.