Customer Portal | Notion

Where do I log in?

https://customerportal.fulcrumpro.com/

What do customers see?

Orders and invoices.

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Specifics:

Everything from 2 weeks before you turned on the Portal (including orders/invoices already completed).
Everything that’s not completed (approved, in progress, etc.).
Everything where the person logging in matches the contact on an order or invoice.
- Matched by email address.

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Statuses - How they show to the customer

Sales Orders

Draft	Won’t show in the Portal
Needs Review / Ready for Approval	Won’t show in the Portal
Approved	Confirmed
In Progress	In Progress
Complete	Complete

Invoices

New	Won’t show in the Portal
Ready for Approval	Won’t show in the Portal
Issued	Issued
Paid	Paid

How do I give customers access?