For AI agents: the complete documentation index is available at llms.txt; this page is also available as Markdown at index.md.

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• Customer Portal

Customer Portal

A Customer Portal serves as a central entry point to your services and products. It helps you provide a unique user experience with a single point of access to any relevant self-service options for your products and services.

Cohesivo Customer Portal and customer management that ships with it let you create and handle business accounts and communicate with your partners in a personalized space. With this feature, your customers can self-register, edit their organization information, invite and view members, check their order history, and more.

Customer Portal product guide

Check all the capabilities and advantages that the Customer Portal offers to the clients by reading the Customer Portal product guide.

Customer Portal configuration

Configure Customer Portal to fit the needs of your business.

Customer Portal applications

Customization of an approval process for new companies applications.

Inviting users

Manage user invitations to create an account in the frontend or the back office.

Create Customer Portal

Create unique Customer Portals for your clients with Page Builder.

Create user registration form

Customize the registration form for new users in your site front end.

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