> ## Documentation Index
> Fetch the complete documentation index at: https://docs.softbooq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer account

> Where your customers see their invoices and orders, sign in with an emailed code, and pay

Your customers have their own account on your public site, at `<your-handle>.mysoftbooq.com/account`. They sign in with a 6-digit code sent to their email. There is no password and no user licence to buy: customers are not users of your workspace.

## What your customers see

* **Invoices**: pay online, download the PDF or the e-invoice
* **Orders**: track them, and **Order again**
* **Quotes**: respond to them
* Contracts, credit notes, returns, payment plans, reminders and bookings
* **Support requests**: raise one, reply, and rate the answer (Softbooq Pro)
* Projects (Softbooq Plus and Pro) and documents you share with them
* Saved card or direct debit, and **Your details**
* **Your data**: download a copy, or ask for their data to be erased

Each section shows only what belongs to that customer. The customer account itself is included on every plan.

***

## Give someone access

Access is managed on the customer's record in CRM, in the **Customer account** panel.

<Steps>
  <Step title="Open the customer in CRM">
    The **Customer account** panel lists who can sign in, and when they last did.
  </Step>

  <Step title="Enter their email under Email address to invite, then Invite">
    They receive an email with a sign-in link. **Copy sign-in link** gives you the same link to send yourself.
  </Step>
</Steps>

Anyone using the email address on the customer record can also sign in on their own, unless self sign-in is switched off for your workspace. Then only people you invite can sign in.

To take access away, choose **Remove access**. They are signed out on their next click.

***

## See also

<CardGroup cols={3}>
  <Card title="Storefront" icon="store" href="/portals/storefront">
    Your online shop on the same site.
  </Card>

  <Card title="CRM" icon="users" href="/erp/crm">
    Customer records, where access is managed.
  </Card>

  <Card title="Landing page" icon="globe" href="/portals/landing-page">
    The home page of your public site.
  </Card>
</CardGroup>


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