Setting Up the Mendato Customer Portal – Step by Step
To make the most of the Mendato Customer Portal, it first needs to be set up and enabled for customers.
1. Requirements for Use
The Customer Portal is only available in the PRO package.
Customers need a contact person in order to get access.
Objects & Rooms should already be set up in Mendato to enable precise ticket creation.
2. Activate the Customer Portal for Customers
Go to Master Data > Customers.
Select & edit the customer
Add a contact person (if not already present)
Enable "Activate Customer Portal"
Adjust the visibility settings (e.g. make Invoices, Operations, Executors visible)
Save
💡 After activation, the customer automatically receives an invitation by email with a link to register.
3. Configure the Customer Portal
Go to the Customer Portal settings in the Object. Adjust what the customer is allowed to see:
Show Operations? Yes / No
Show Invoices? Yes / No
Show Executors? Yes / No
💡 If the customer should not see certain data, it can be deactivated here.
4. Inform the Customer & Test Access
After setup:
Confirm that the customer has received the invitation.
If no email arrives: check the spam folder or resend the invitation.
If desired, create a test account to check the customer view.
Conclusion: Set Up the Customer Portal Quickly & Easily
Activate the Customer Portal & add a contact person
Adjust the visibility settings for customers
Inform the customer & test access
Once the Customer Portal is active, the customer can create tickets, view Operations & access Invoices.