Your customers have a different view into your shared projects and they will need to log in to a custom portal to complete any tasks assigned.
Customer users cannot access the portal unless they have been granted permission to do so by a member of your organization.
Adding Customer Users to a project
Configuring Self-Service Registration
When a customer user first visits your OnRamp portal they will be prompted to enter their email address.
If the email address matches an existing customer user, the system will send a confirmation email with a single-use six-digit PIN that is valid for up to 30 minutes.
The email will include a link to bring the customer back to the portal and the PIN necessary to authenticate.
Once your customer has authenticated with a PIN sent to their email that device/browser will stay logged in to the portal for the duration of the project or until they choose to log out.
For Customer Organizations where self-service registration is enabled, anyone who enters an email address from an authorized domain who has not already been added to a project will be prompted to create a customer user account. The new user will also need to complete a PIN-based authentication.
Self-serve customer users may create a new project from any self-serve playbooks but they will not be able to access any other projects unless a member user invites them.
⚠️ If the customer tells you they are not receiving the PIN email, go to the project's settings and confirm that Customer Emails are enabled. If the issue persists, email support@onramp.us or start a chat using the support widget.