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Defining Customer Portals

Getting Started

Written by Justin Carlson

Updated at June 17th, 2025

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What exactly is a customer portal? In our experience, it depends on who's talking!

To help clear the air, here are links to several different Knowledgebase articles in our system that discuss the various things that our customers typically mean when they ask us about "customer portals".

Customer Accounts

When your customers place orders on your site, they create a unique login with their email address and a password (you are also able to create accounts for them ahead of time). User accounts can also be grouped together as a Company or Branch within that company. To learn more, please see our Knowledgebase article, 03 - Customer Accounts, for more information.

Reorder Forms Library

Our websites give you the ability to offer products to everybody that uses your site, but also to restrict products to certain users, creating a secured, password-protected online catalog of products for a specific user, company or branch within a company. We call this feature the Reorder Forms Library. To learn more about creating Reorder Forms for your customers, please see our Knowledgebase article, 07 - Order Forms: Private Reorder Forms.

Private Label Websites

When our customers ask us about "customer portals", this is the first thing we think of. Private Label Websites take Customer Accounts and Reorder Forms to a new level by presenting your customers with a completely different website design, branded specifically to them! Even though it runs completely within your own website, it has the look and feel of a fully custom site redesigned for your customer. It's surprisingly easy to set up, too! To learn more, please see our Knowledgebase article, How to Create and Edit Private Label Websites or our overview on MarketingIdeasForPrinters.com.

Other

Don't see what you had in mind? We'll be happy to help you track it down. Please call (1-800-736-0688) or email us right away, and we'll help point you in the right direction.

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