The Customer Portal Settings in Ascora allow you to control how customers interact with their Jobs and Quotes online. This includes managing notifications, setting visibility rules, and configuring job-related alerts.
To access these settings go to Administration → Customer Portal
This guide covers:
✅ Setting up Contact Notifications
✅ Adjusting Visibility Settings
✅ Configuring Job Notifications
📽 Watch the video guides ⤵
Contact Notifications
📩 Granting Portal Access Notifications
📩 Internal Notifications for Access Changes
This helps your team stay informed about customer access changes without needing to check manually.
Visibility Settings
👁 Restrict Jobs Based on Age
🛠 Hide the Task Area
🔐 Hide the Admin Area
Job Notifications
📨 Receive Alerts When New Jobs Are Created
This ensures the right team members are instantly notified and can take action on new customer requests.
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