Setting Up the Customer Portal

The customer portal is a branded, self-serve ordering platform where your B2B customers can browse products, place orders, and manage invoices. Each account gets a unique subdomain (e.g. yourcompany.storq.app).

Branding

Customise how the portal looks for your customers.

1. Go to Settings.
2. Upload your Logo (PNG, JPEG, GIF, WebP, or SVG - max 2 MB).
3. Set an Accent Colour using a hex code. The default is #635bff.
4. Fill in your Company Address, City, Postcode, Country, and optionally your VAT Number. These details appear on invoices.
5. Save your changes.

Your logo and accent colour are applied across the portal header, buttons, and links.

Inviting Customers

Customers need an invitation before they can log in to the portal.

1. Go to Customers and open a customer record.
2. Click Invite to Portal.
3. The customer receives an email with a unique invitation link.
4. They click the link, set a password, and are signed in automatically.

You are notified by email when a customer accepts their invitation. Customers who have not yet accepted still appear in your customer list but cannot access the portal.

What Customers See

Once signed in, customers have access to a dashboard with recent orders, a product catalogue, a shopping cart, their order history, invoices, and a profile page where they can manage addresses and payment details.

Unauthenticated visitors can browse your product catalogue but cannot see prices or place orders.