A login for each person with client portal user management

Client portal user management is how you control who at each client can sign in to your portal. In CIPHER CRM every contact gets their own User ID and password, your staff can generate or reset them on the spot, and client contacts can manage their colleagues' access and company details.

Yes. Each contact you add to a customer can have their own separate portal login, so a finance lead, an office manager and a project lead at the same company all sign in as themselves. There is no single shared password to pass around the client office.

Your staff can reset that contact's portal credentials straight from CIPHER CRM and hand the new details over, even while the client is still on the call. The contact can then change it to a password of their own in their security settings.

Yes. Client contacts can manage their colleagues' access in the portal. When someone joins or leaves the client company, the client can deal with it themselves, and your staff can still generate or reset any contact's login when needed. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Clients manage their own company profile in the portal, covering contact information, tax details, and billing and shipping addresses. Keeping these current on their side means your team is not retyping changes from emails, and the customer record holds the latest details.

No. Portal logins are for your clients and open the separate, branded customer portal. They do not give access to your team's workspace, where staff sign in with their own accounts and permissions. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Yes. Once logins are set up, staff can use sign in as customer to open that client portal without needing a password. The session is clearly bannered as a stand-in, so you can check what a contact will see before handing their details over.