Configure customer portal options

Customize the customer portal to include standard navigational links. The links appear in the header of the customer portal.

Go to Portal Functionality

Option Meaning
Enable Catalog Provide a navigational link to the catalog view. This helps users easily return to the catalog after visiting other pages.
Enable Dashboard Display a dashboard in the customer portal. By default, the dashboard is enabled.
Enable Test Drives Enable end users to sign up for Test Drives in the customer portal. By default, Test Drives are enabled.
Enable Reports Display reports in the customer portal.
Enable Subscriptions Display subscription settings in the customer portal.
Enable Invoices Display invoices in the customer portal.
Enable Settings Display settings in the customer portal.
Enable credit card payments * Enable end users to make credit card payments in the customer portal. By default, credit card payments are disabled.
Require EULA acceptance when customers add new accounts. Require that end users accept a EULA for each new account. By default, the EULA requirement is disabled. You can add or edit terms at Settings > Account > Terms.

* Learn more about enabling credit card payments.