Customer Portal - Adjusting Link Expiration

These instructions guide you through adjusting the expiration period for all new customer portal links sent from your system. This modification must be performed by an administrator within the Admin section.

Steps:

1. Access the Admin Area: Log in to the system as an administrator.
2. Go to the Company Settings: In the main navigation or dashboard, locate and click on the "Company" section.
3. Open Customer Portal Setup: Within the Company settings, find and click on "Customer Portal Setup."
4. Set Link Expiration: On the Customer Portal Setup page, you will find an option, Link Expiration where you can enter or select the desired number of days you wish your portal links to remain active before automatically expiring.
5. Save Changes: It is crucial to click the "Save" button at the bottom right to ensure your new expiration settings are applied system-wide for future links.