Overview
This article explains what the Customer Portal is, how to configure its settings, and how to share it with your clients. The portal makes it easy for clients to log in, manage listings, and place new orders—all under your company’s branding.
What Is the Customer Portal?
The Customer Portal is a branded login and registration experience for your clients. With a single link, customers can:
Access their past listings and media
Create and customize marketing materials and property websites
Place new orders
Customize Customer Portal Settings
To begin customizing your portal:
Navigate to the Customer Portal section from the left-hand side menu.
Branding
To adjust your Customer Portal Branding, navigate to Settings > Company Details. For more information on how to customize your customer portal branding, please reference the following help article: Company Details - Branding.
Customer Settings
Control what features your customers can access in your portal:
Allow leads for customers –
Enabled: “Leads” tab is always visible.
Disabled: The tab appears only after the customer receives their first lead.
Allow access to interactive floor plan tools – Grants access to edit interactive floor plans (if their listing includes one).
Allow customers to edit custom field & product filter values – Grants access to allow your customers to edit custom field values on the order page after the order has been placed.
Mask video URLs with your company domain –
Converts YouTube/Vimeo links into branded URLs (e.g., yourcompany.com/videos/12453).
White Labeled Company Domain
You can set up a custom domain to white label the URLs of your customer portal, order forms and property websites.
Learn how to White Label Your Company Domain.
Email Signature
Add a white labeled signature and customized branding to all email communications to customers and team members.
Learn how to configure your Branded Email Signature.
Sharing the Customer Portal
The URL to your customer portal can be found at the top of the Customer Portal Website Settings page.
You can copy the link from this page and add it to your company website or share it with your customers directly via text, email, or marketing materials.
FAQ
Q: I used to set my logo and colors on the Customer Portal page. Where did they go?
A: Company branding now lives under Settings > Company Details > Branding. That’s where you update your icon, logo, brand color, and font, and you can preview how your portal looks to clients right there. The Customer Portal page still holds the other portal settings, like what your clients can access and your portal link.
Q: Why can’t my clients see the Leads tab in their portal?
A: It depends on your “Allow leads for customers” setting. If it’s turned off, the Leads tab stays hidden until a client gets their first lead from a property website. If you’d like clients to always see the tab, turn that setting on under Customer Settings.
Q: Can I use my own web address and remove “Powered by Aryeo” from my portal?
A: Yes, if you’re on Aryeo Pro. White labeling lets you use your own company domain for your portal, order forms, and property websites, and hides the “Powered by Aryeo” footer. Check the White Labeling article for setup steps.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!