Customers signing in
Give a customer's people a sign in of their own, see who has joined and take access away again.
Updated 10 November 2026
- Why
- A customer who can see their own quotes and orders asks fewer questions by email.
- How
- Open the customer at
/app/customersand choose Access; it needs the sales role or above.
The tab works once customer sign in is switched on for your workspace. Until then it says so and links to the setting. How the customer side looks and what it can do is in Commerce.
The access code
| Action | What it does |
|---|---|
| Create access code | Makes the customer's one active code, with an optional label, expiry date and maximum number of accounts. |
| Copy | Copies the code. It is shown in full because it is an invitation, not a secret. |
| Send invitation | Emails the invite link to a contact on the record. |
| Rotate | Replaces the code. The old one stops working; people already signed in stay signed in. |
| Revoke | Ends the code. Nobody new can join until a new one is created. |
Earlier codes stay listed under Previous codes as history.
The people signed in
People signed in lists everyone who has joined for this customer, how they joined (by code or by invitation), when they joined and when they were last seen. Remove takes one person's sign in away; they can join again with a valid code.
Your website
When your workspace has a Commerce website, Invite to your website on the customer sends their contact a short email inviting them to create a trade account there. Nothing else changes until they register.
A customer who signs in is never a member of your workspace. They see their own records and nothing of anyone else's. See Security.
Related
- Customers and contactsKeep one record for each customer with its contacts, addresses, terms and agreed prices, loaded by hand or from a CSV.
- Sending a quote and the customer's linkSend a quote by email and know exactly what the customer sees and can do at the link they receive.
- Users and rolesInvite your people, give each the role their job needs and change or remove access when it changes.