Summary / When to Use This
Your customers access a secure portal to view and complete their assigned tasks. Most customers authenticate with a one-time PIN sent to their email. This ensures a simple and secure login process without needing to remember a password.
Before You Begin
Customer users must be added to a project (unless your organization enables self-service registration).
Customer Emails must be enabled in project settings for PIN delivery to work.
Steps to Follow
1. Customer Login with One-Time PIN
When a customer visits your OnRamp portal, they’re prompted to enter their email address.
If their email matches an existing customer user account:
A six-digit, single-use PIN is sent to that email.
The PIN is valid for 30 minutes.
The email includes both the PIN and a link back to the portal.
Once authenticated, the customer stays logged in on that device/browser until they log out or the project ends.
2. Granting Portal Access
Customers cannot access the portal unless a member of your organization has added them to a project.
To add a customer:
Go to the Project Settings.
Use the Invite Customer Users option.
3. Self-Service Registration (Optional)
If your organization enables self-service registration:
Any user with an email address from an authorized domain can create a customer account.
After entering their email, they’ll receive a one-time PIN to complete authentication.
Self-service customer users can:
Create new projects from any self-service playbooks.
They cannot access other projects unless invited by a member of your team.
Tips & Troubleshooting
Not receiving the PIN email?
Check that Customer Emails are enabled in the project’s settings.
If the issue persists, contact support at support@onramp.us or use the in-app support widget.
PINs expire after 30 minutes—customers should request a new one if it times out.