> For the complete documentation index, see [llms.txt](https://help.payorcrm.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.payorcrm.com/miscellaneous/managing-customer-access.md).

# Managing customer access

This section describes how you will be able to manage your customer users who have access to the customer portal

## Viewing customer users who have access to the customer portal

Go to the Customers menu -> click on the Access button next to each customer to see the users who have access to that particular customer.

![](https://3374705038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LNdJcNMhJqomLNd_IiQ%2F-MV004m0_NmcIjCQ8R_H%2F-MV01xdYtg_mOJtH9Q05%2Fview%20users2.PNG?alt=media\&token=fb378460-787f-4a9c-900c-0a2d3c6a841a)

In the screenshot below, you can see all the users who have access to a particular customer's portal.&#x20;

You can also remove a user's access by clicking the Delete button next to their email id.

![](https://3374705038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LNdJcNMhJqomLNd_IiQ%2F-MV004m0_NmcIjCQ8R_H%2F-MV02njrHrknPr9d1whb%2Fview%20users4.PNG?alt=media\&token=41b78e3a-d2ff-42d8-8404-bfe308090ffe)

## Providing existing user access to another customer account

Search for the customer in the Customers view and click on the Access button next to the customer. Click on the 'Link Existing user' button and provide the login email ID of the existing user.

<figure><img src="https://3374705038-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LNdJcNMhJqomLNd_IiQ%2Fuploads%2FsTUFrUL6tiDZkOdvTIYo%2Flink%20existing%20user.jpg?alt=media&amp;token=5a2666e9-67de-4120-aa62-7f913ebd6241" alt=""><figcaption></figcaption></figure>

Customer portal view with the option to switch between customer accounts

<figure><img src="https://3374705038-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LNdJcNMhJqomLNd_IiQ%2Fuploads%2Fx3cOy6GArqUPaip74Lx7%2FScreenshot%202026-08-17%20092900.jpg?alt=media&amp;token=5bd3c703-9b99-4285-8cc2-7ef8bc42750e" alt=""><figcaption></figcaption></figure>
