Give a customer access to their portal

The customer portal lets a vehicle owner view their own workshop records. It uses a separate customer login; it is not an employee account or the Orions360 Support Hub staff login.

Set up access as workshop staff

1. Open the correct customer record and check their email address.
2. Use Set Portal Password.
3. Enter New Password and Confirm Password, then save through the dialog. The portal-password setting requires at least six characters; choose a stronger password suitable for your customer-access process.
4. Obtain the Portal Login URL from Configuration → Company Settings.
5. Share the customer's access details privately and explain that this is the workshop customer portal.

Setting a password is the access mechanism in this workflow. Do not look for an assumed Portal Access Enabled checkbox on the customer form.

Use the portal as a customer

1. Open the workshop's portal address.
2. Enter the email address recorded by the workshop and your portal password.
3. Use the dashboard and available Work Orders, Invoices and Vehicles pages to review your records.
4. Open a specific record for more information, or use Profile for the available contact/password updates.

What happens next

You can review records associated with your customer account. Viewing a document does not authorise new work or make a payment. For a new visit, use the workshop's booking link or contact the team.

Troubleshooting

If sign-in fails, ask the workshop to confirm the recorded email and reset the portal password. A staff password-reset link is not a portal password reset. If an invoice or advance amount looks inconsistent, ask staff to check the issued invoice and full payment history rather than relying solely on the portal summary.

Related articles

• Request a service appointment online
• Frequently asked questions