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Portal access is optional — you choose which customers get a self-service login. This gives you control over which clients can view their jobs, invoices, and service history online.

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Enabling Portal Access

1

Open the customer record

Go to Customers and select the customer.
2

Click Enable Portal Access

The portal access panel opens.
3

Send the invitation

Vynta sends an email with a link to set up their account.
4

Customer activates

They click the link, create a password, and log in.

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What the Customer Gets

Once activated, the customer can:
  • View all their work orders (past and present)
  • Check job status and technician assigned
  • See completion notes and photos
  • View and pay invoices
  • Submit new service requests
  • View equipment at their site

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Revoking Access

If you need to remove a customer’s portal access:
  1. Open the customer record
  2. Click Portal Access
  3. Click Revoke Access
  4. Confirm
The customer can no longer log in. Their existing data is retained.

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Bulk Portal Invitations

Need to enable portal access for many customers at once?
  1. Go to Customers > Portal Access
  2. Select multiple customers
  3. Click Send Invitations
  4. Vynta sends individual invitation emails to each customer

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What Customers Cannot See

The portal is carefully scoped:
  • No other customers’ data
  • No internal notes or staff communications
  • No parts costs or profit margins
  • No technician schedules for other customers

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FAQ

Yes. Go to Settings > Portal > Email Templates to customise the invitation message.
They still receive email notifications about job updates. The portal is optional — they can continue calling your office if they prefer.
Not yet. Each customer record gets one portal login. For multiple users, create separate customer records.