The Customer Portal
What is the customer portal?
Every customer gets a unique web link (called a portal URL). When they open it, they can see all their jobs, view mockups, approve artwork, and pay invoices — all without creating an account or logging in.
Finding a customer's portal link
Open any customer record and look for the "Portal Link" field near the top. Copy it and send it to your customer via text, email, or wherever you communicate. It looks like: kontraktr.io/public/portal/their-name-here
What customers can do in the portal
View all their jobs and current statuses • See mockup artwork • Approve artwork or request revisions • Pay invoices online with a credit/debit card • Download invoices as PDFs.
What customers cannot do
Customers cannot place new orders directly through the portal, edit job details, or see pricing for other customers. They can only see their own jobs.
Is the portal link secure?
Each customer gets a unique, hard-to-guess URL. As long as you share the link only with the right customer, their information stays private. If a link is ever shared accidentally, you can regenerate it in the customer record.
The portal URL does not work
Double-check that you have the correct link. Open the customer record in Kontrol™ and copy the portal link fresh — don't rely on one that was copied a long time ago, as it may have changed. Make sure the job is assigned to the correct customer.