Enabling Portal Access
Go to Customers › Contacts.
Edit the contact and check Customer Portal Access
Click Save – they’ll receive an invite email.
Customer Login
Customers click Accept Invitation, set a password, and verify their email.
They can log in anytime at portal.shopview.com or your branded URL.
Inside the Portal
Customers can:
View Invoices – open, download, or add a PO number.
View Vehicles – see VIN, service history, and status.
Approve Work – approve/decline lines with comments.
Update Profile – change password or theme.
Notifications
Event | When Sent |
Invite to Portal | When access is enabled |
Work Approval Request | When a work order is sent for review |
New Invoice Ready | When an invoice is created |
All emails are shop-branded and link straight to the portal.
Portal Settings (for Shops)
Setting | Description |
Name | Display name shown to customers |
Brand Styling | Applies your logo & colors to portal/emails |
Allow PO Number | Lets customers add/edit PO on invoices |
Approval Notifications | Sends shop emails for customer approvals |
Recipients | Email addresses that receive those alerts |
Sync & Notes
Approvals instantly update the work order in ShopView.
Shops get an email summary (e.g. “5 lines approved, 2 declined”).
Editing a work order later requires re-sending to the portal.
FAQ
Question | Answer |
What happens if I disable portal access? | The contact immediately loses login rights and can no longer access the portal. |
Can multiple contacts share an email? | No. Each contact must have a unique email address to register. |
What happens when I update a Work Order in ShopView | Editing a work order requires re-sending to the portal for customer approval. |
Do changes in ShopView update automatically? | Yes. Syncs run on login and periodically in the background. |