# Give a customer portal access

Invite a customer contact to the portal, choose which sites they see and what they can do, or take their access away.

Do this for each person at a customer who should use the portal. You need the **customers.portal** permission; service desk and operations managers have it by default.

1. Open the customer and select the **Contacts** tab. The **Portal** column shows each contact's access: **Not invited**, **Invited**, **Active** or **Revoked**.
2. On the contact's row, open the menu and select **Portal access**.
3. Under **Sites**, choose **All sites** or **Selected sites** and tick the ones they look after.
4. Under **What they can do**, tick what applies:
   - **Raise requests**
   - **Accept and decline quotes**, with an optional **Approval limit (£, inc VAT)**. Leave it blank for no limit.
   - **See invoices**
   - **See documents and equipment**
   - **Portal administrator**: they can invite and manage colleagues, but never give anyone more than they have.
5. Select **Invite to portal**.

The contact gets an email with a link to choose a password. The link works for 7 days. The contact needs an email address; add one to the contact first if it's missing.

## Change or remove access

- To change what someone can do, open **Portal access**, make the change and select **Save changes**.
- If the invite hasn't arrived, select **Resend invite**.
- To send the invite yourself, for example by text or your own email, select **Copy invite link**. The link is copied and shown under **Invite link**. It works once and expires in 7 days, and making a new link stops the old one working. The contact still chooses their own password.
- To take access away, select **Revoke access**. They're signed out straight away. You can invite them again later. If their email address has changed, the new invite goes to the address on the contact now, and the old address can no longer sign in.

## Read next

- [What customers see](/portal/what-customers-see/)
- [Customer portal settings](/settings/customer-portal/)