The customer portal

The customer portal at /portal is your customers' own window: their policies, cards, invoices and claims, on any phone or computer, in English, Arabic or French. It is invitation-only - nobody can register themselves.

Inviting a customer

1. Open the customer and choose Invite to the portal.
2. Check the email address; the invitation goes there with a set-your-password link (valid three days - after that, "Forgot password" on the sign-in page makes a fresh one).
3. The Portal access tab on the customer shows every login, when it was last used, and lets you resend the invitation or switch access off.

A customer can have more than one login - useful for a company's HR and finance contacts.

What they can do

• See their cover - every policy with its schedule PDF, certificate, and (for health) membership cards with the live digital card links.
• Pay - any open invoice, by card, with the receipt emailed at once. They can save the card for next time.
• Report a claim - policy, date, what happened, photos. It lands with your claims team as Claim from the portal, and the customer follows its status from registration to payment.
• Message the team - on any claim. Messages appear on the claim's Messages tab; your reply reaches them on the portal and by email.
• Buy cover - products you mark Sold on the customer portal (on the product, under When and how it can be sold) can be quoted and bought outright: instant price, card payment, policy issued on the spot. Anything the rules cannot price automatically goes to your underwriters instead.
• Ask for things - address changes, documents, cancellations, questions. These are service requests: they land under Sales > Service requests, where your team answers them; the answer shows on the portal and goes out by email.
• Keep their details fresh - phone, address, preferred channel (email, SMS or WhatsApp) and language. Changes are written straight to the customer record, with an audit trail entry.

On a phone

The portal is built phone-first and can be installed like an app: Add to Home Screen gives it an icon and a full-screen window.

Languages

Each portal user picks their language under My details: English, Arabic or French. Arabic flips the whole interface right-to-left. (The staff screens remain in English; documents and emails are in the language you write your templates in.)