Client Portal Access

The Client Portal is a secure, read-only web interface where your clients can log in and view their own data — order history, invoices, outstanding balances, and downloadable PDFs — without needing access to your StockFlow admin account.

Enabling the portal

The portal is off by default. To turn it on:

1. Go to Settings → Client Portal
2. Toggle Enable Client Portal to ON
3. Configure the settings below
4. Click Save

Portal settings

Setting up a custom domain

To serve the portal from your own domain (e.g. portal.yourcompany.com):

1. In Settings → Client Portal, enter your custom domain
2. StockFlow provides you with a CNAME record value, e.g.:

   CNAME portal.yourcompany.com → yourcompany.stockflow.io
3. Add this CNAME in your domain registrar’s DNS settings
4. DNS propagation takes 5–30 minutes
5. StockFlow automatically provisions an SSL certificate via Let’s Encrypt

Inviting a client to the portal

Single client invitation

1. Open the client profile
2. Click Invite to Portal
3. StockFlow sends an email to the client’s primary email address
4. The email contains a secure one-time link to set their password
5. Once they set a password, they can log in at any time

The invitation link expires after 72 hours. If the client doesn’t use it, you can resend from the same button (it now shows Resend Invitation).

Bulk invitation

1. Go to Clients table
2. Select multiple clients (use filters first — e.g. only Active clients with an email address)
3. Click Bulk Actions → Invite to Portal
4. Confirm — StockFlow queues the invitation emails (sent within 5 minutes, in batches to avoid spam filters)

What the client sees

After logging in, the client’s portal shows:

Dashboard

• Outstanding balance
• Last order date
• Quick links to recent invoices

Orders

A list of all their orders with date, total, and status. Click any order to see the full line-item detail.

Invoices

All invoices with payment status. Clients can:

• Download each invoice as a PDF
• See which invoices are paid vs outstanding
• See the due date for unpaid invoices

Returns (if enabled)

Clients can submit a return request by selecting an order, selecting items, and choosing a reason. The request appears in your StockFlow inbox for approval.

Managing portal access

Disabling access for one client

1. Open the client profile
2. Click the Portal tab
3. Toggle Portal access to OFF

The client’s credentials are preserved but they cannot log in. Their data is unaffected.

Resetting a client’s password

Clients can reset their own password using “Forgot password” on the portal login page. You can also trigger a password reset from the admin side:

1. Open the client profile → Portal tab
2. Click Send Password Reset Email

Revoking access

Click Revoke Access on the Portal tab to permanently remove the client’s portal login. Their data remains in StockFlow. You can re-invite them later (they will need to set a new password).

Portal activity log

All client portal activity is logged in the client profile’s Contact History tab under the System type:

• First login
• Invoice viewed
• Invoice downloaded
• Return request submitted
• Password changed

This log is read-only.