Activating the Customer Zone

The Customer Zone provides your clients with a secure area where they can access important information and services. Activation is done individually for each contact associated with a customer. Follow these steps to easily set up the Customer Zone:

1. Create a Contact

Before the Customer Zone can be activated, a contact must be created for the customer. For more information, refer to Add contact persons at customers.
You can activate the Customer Zone during the contact creation process by assigning a username and password.

2. Activate the Customer Zone Later

If the contact has already been created, you can activate the Customer Zone afterward:

Edit the relevant contact.
Assign a username and password on the right-hand side under Account for Customer Zone. Ensure the credentials are secure and communicate them to the customer safely.