# Portal

The self-service site customers and vendors sign in to, its address, its banner, and the two switches that decide what a customer can see there.

The portal is a site of your own that customers and vendors sign in to, rather than a link inside an email. It is where they read what you have sent them and, for a customer, act on it.

Go to **Settings > Portal**. Two tabs: **Customer Portal** and **Vendor Portal**.

![The Customer Portal tab of Portal in Inventory Settings, headed Portal above the line Configure the self-service Customer and Vendor portals. A card holds Portal Name reading ironvale with a Save button beside it, Portal URL with a Copy link, and a Note reading The portal name and portal URL are common to the Customer and Vendor Portal. A BANNER section holds Banner Message with a Preview link, and a PORTAL FEATURES section holds Allow customers to view Sales Orders and Display credit notes in the portal.](https://www.sorviai.com/help/inventory/settings/portal-customer.png)

*The Note is the thing to read twice: one name and one URL serve both portals.*

## The portal address

Both tabs open on the same configuration card, holding the **Portal Name** and the **Portal URL** built from it. Enter a name, select **Save** beside it, and the address follows. **Copy** puts the URL on your clipboard.

> **Note:**
>
> **The name and the URL are shared by both portals**
>
> The card says so itself. Changing the name on the Customer Portal tab changes the vendor address too, because there is one portal with two audiences.

> **Warning:**
>
> **Renaming the portal changes its address**
>
> Anyone who has bookmarked the old URL, or kept an old email, lands nowhere. Pick the name once, at setup, and leave it alone.

## The banner

**Banner Message** is shown on the home page of the portal to everyone who signs in. It is the place for a notice that applies to all of them: a change of bank details, a holiday closure, a new statement cycle. **Preview** shows how it will read, and each tab has its own banner, so a message to customers does not reach vendors.

## Portal features

Two switches, on the Customer Portal tab only.

*Portal Features on the Customer Portal tab*

> **Note:**
>
> **The vendor portal has no feature switches**
>
> It is a name and a banner. What a vendor sees is decided by what you have raised against them, not by a setting here.