Customer Portal Release - 03/05/2025

Learn about what's new in the Customer Portal.

    Customer Portal User Enhancements

    Introducing Two New User Roles

    Reporting Organization User

    • Reporting Organization users can view the organization and businesses that are scoped to their organization.
    • This user can be scoped to one Organization account.

    Reporting Business User

    • Reporting Business users can view businesses that they are scoped to.
    • This user can be scoped to one Business account.

    Learn how to set up these new users here.

    Customer Portal Version: 3.22.0

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