--- title: "Invite your customers to the New Customer Portal" slug: "invite-your-customers-to-the-new-customer-portal" updated: 2026-10-16T03:42:17Z published: 2026-10-16T03:42:17Z canonical: "help.servicetitan.com/invite-your-customers-to-the-new-customer-portal" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Invite your customers to the New Customer Portal ## Overview The New Customer Portal has several methods of granting your customers access, from direct invitations through ServiceTitan, email links, and third party logins. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, bookkeepers, dispatchers, and customer service representatives (CSRs) - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. ## Things to know - We'll refer to your customer as *the user* as they may have access to multiple Customer Records. - New features will be released continuously as we look to move additional customer interactions online. ## Sign up through invitation If you want to invite users directly from ServiceTitan, you can do so in two ways: ### Method 1: Invite multiple users in bulk 1. Create a CSV file of the users' email addresses. There is no specific formatting required as the bulk invitation tool is only looking for email addresses. > [!NOTE] > **Note:** Only emails that are tied to a customer or Location Record in ServiceTitan will be invited. You can include others in the list, but the bulk invitation tool will tell you they're being skipped. 2. In ServiceTitan, go to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-zgsero1j.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) > Communications > Customer Portal > User Management**. 3. Click **Bulk invite users**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-tnb9hhra.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) 4. Click **Upload File** and select the CSV file you created earlier. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-bssm87h0.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D)By default, email addresses that have already received an invite won't be sent another one, but you can choose to override this and send them a new invite by selecting **Include emails in the list that are in Invited status**. 5. Click **Upload List**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-3oyq25p0.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D)If an email isn't tied to an existing customer or location record or if it's already associated with an active Customer Portal account, a message appears letting you know they can't be invited. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-fyeijj4h.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) 6. When ready, click **Invite** to send invitations in bulk to the included email addresses. 7. Each user will need to click **Register** in the email sent to them and create a password to complete registration. ### Method 2: Invite an individual user 1. Open a customer or location record in ServiceTitan. 2. From the *Customer Portal* table, select one of the following from the **Billing Access** dropdown at the customer level to affect the user’s access to all locations under that customer record: 1. **Billing Access:** Allow the user to access all available customer portal features for this customer record. 2. **Non-Billing Access:** Restrict the user from seeing or interacting with invoices, estimates, and service agreements. 3. **No Access:** Restrict the user from accessing this customer record. ![User selects billing access option from dropdown menu in a status table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-billing-access-customer-record.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) 3. (Optional) If the customer has multiple locations, by default they inherit the billing access selected in step 2. If you’d like to edit their billing access, **Expand** the locations and make your changes in the **Billing Access** dropdown. > [!NOTE] > **Note:** This overrides the customer-level setting for this specific location. ![Billing access status for Central Plaza and North Central Plaza locations, both expired.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-billing-access-location-customer-record.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) 4. Click **Invite** next to a customer's email address. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-qd3j6q3u.jpg?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) 5. The user clicks **Register** in the email sent to them by the portal. 6. The user creates a password to complete their registration. ## Sign up through login page If you'd like for your customers to only sign up for the portal using invites you send them, go to the navigation bar and click **Settings > Communications > Customer Portal > Permissions**. Otherwise, for your customer to sign up for the portal self-service: 1. The user clicks **Register** on the portal sign-in screen. 2. The user enters in their email address and clicks **Sign Up with email**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-vwsiwyzs.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) > [!NOTE] > **Note:** This email address must be attached to at least one customer or location record in ServiceTitan. 3. The user clicks **Register** in the email sent to them by the portal. 4. The user creates a password to complete their registration. ## Sign up through a third party account If you'd like for your customers to only sign up for the portal using invites you send them, go to the navigation bar and click **Settings > Communications > Customer Portal > Permissions**. Otherwise, for your customer to sign up for the portal self service with their gmail credentials and no separate password: 1. The user clicks **Continue with Google** on the portal sign-in or registration page. 2. The user follows third party login prompts to sign in without creating a password. An account is still created on the customer portal, but moving forward, the user will sign in through the same **Continue with** prompt instead of a password. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-n59ou04g.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) ## Sign in through email If your customer wants to login the New Customer Portal using their email: 1. The user goes to the portal sign-in screen. 2. The user enters the email address associated with their account. 3. The user enters the password associated with their account. 4. The user clicks **Sign in with Email**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-qpgzc6dy.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) ## Sign in through a third party account If your customer wants to login the New Customer Portal using Google or Microsoft: 1. The user goes to the portal sign-in screen. 2. The user clicks **Continue with Google** on the portal sign in or registration screen. 3. The user follows third party login prompts to sign in without using a password. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-sc86v7i2.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) ## Reset password If your customer needs to reset their password: 1. The user goes to the portal sign-in screen. 2. The user clicks **Can't sign in?** on the login page to open the password reset workflow. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-x3w4bn96.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) 3. The user enters their email address and clicks **Send reset link**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invite-your-customers-to-the-new-customer-portal-image-9bapu0pa.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A26%3A54Z&se=2026-10-31T14%3A26%3A54Z&sr=c&sp=r&sig=yNMGBuk9S7shMqhtg2FvlgdP8U23neMJ0lRbCbSYgbc%3D) 4. The user opens the email they receive and clicks the link to choose a new password. 5. The user enters their new password twice and submits. 6. The user returns to the login page and signs in with their new password. ## Troubleshoot issues with Customer Portal invitation emails If your customer is having issues receiving the Customer Portal invitation email: 1. Open their customer record in ServiceTitan. 2. Go to the *Contact Methods* section. 3. Check if the email address is correct with the customer. 4. If the email is incorrect, update it with the correct address. 5. If the email is correct but not working, replace it with an alternative email address. 6. Save the changes then resend the invitation. ## Want to learn more? - See [Set up and customize the New Customer Portal](/v1/docs/set-up-and-customize-the-new-customer-portal) - See [The New Customer Portal end user experience](/v1/docs/the-new-customer-portal-end-user-experience) - See [Set up Online Estimates View Preferences](/v1/docs/set-up-online-estimates-view-preferences) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)