Source: https://aquasops.com/help/invite-a-customer-to-the-portal Last updated: 2026-10-29 > How clients get portal access in AquaOps: the first invitation, adding colleagues, client roles and what customers can see. Help: Customers · 4 min read # Invite a customer to the portal and give people roles How clients get portal access in AquaOps: the first invitation, adding colleagues, client roles and what customers can see. By the AquaOps team *[Image: Two black pressure vessels and a brine tank of a water softener installed against a tiled wall]* Each client can have several people using the customer portal, each with a role. Open the client’s page under **Clients**. ## The first invitation When you add a client, the email you give is the **first user** and (with the client access module on) is invited automatically. The invitation is a link that works **once** and lasts **7 days**. You can resend it; the link is renewed on the same invitation, and you can see whether it was sent and opened. Customers are never shown the link by staff screens. ## Add colleagues Open the client’s **Users** tab (needs permission to update clients). Add a person’s email and choose a **client role**. A client administrator can also invite colleagues from inside the portal, but nobody can give a role bigger than their own, change themselves or leave the account without an administrator. ## What each role can do Client roles are customer permissions only, such as seeing their own records, asking for a visit, raising a ticket, viewing invoices and paying them. Your company defines the roles in **Settings, Customer access**. ## What customers see Visits and their status, service reports you shared, quotes and invoices, receipts, open tickets, and an arrival link while a technician is on the way. They never see internal notes, staff names beyond a first name on the arrival page, or other customers. ## Remove or restore access Access can be ended per person and restored later; records are never deleted. See [the customer portal](https://aquasops.com/features/customer-portal). ## Questions and answers What can customers see in the portal? Only their own sites, systems, visits, invoices, documents and tickets. Their access comes from the client records they are linked to, checked on every request. ## Keep reading - [Take online payments with Paystack](https://aquasops.com/help/take-online-payments-with-paystack) - [Set up roles and permissions for your team](https://aquasops.com/help/set-up-roles-and-permissions) ## Want to see it working on your own data? Book a demo and we will walk through this with your kind of work. [Book a demo](https://aquasops.com/contact) [See how it works](https://aquasops.com/how-it-works)