Add and manage your Portal customers
The Customers page (Portal → Customers) is the control centre for the clients you host. From here you can see everyone with access to your Customer Portal, add new customers, and assign the sites each customer is allowed to manage. Every customer you add gets their own login to your branded portal — no InstaWP account needed.
First time here?
If you haven't set up your portal yet — branding and custom domain — start with Set up the Customer Portal for your clients, then come back to add your customers.
Open Portal → Customers from the sidebar to begin.
View your customers
The Customers page lists every client with portal access, along with the sites assigned to each one.
Each row shows:
| Column | What it means |
|---|---|
| Customer Name | The client's name. |
| Source | How the customer was created — Manual when you added them here, or from a WaaS purchase. |
| The email the client signs in with. | |
| Site Count | How many of your sites are assigned to this customer. |
| Action | The impersonate button (the arrow — log in as the client) and the ⋯ menu (Change Email, Reset Password Link, Delete Customer). |
Use the Search box at the top to find a customer by name or email as your list grows.
Add a customer and assign sites
Click Add Customer (top-right) to open the new-customer form.
Step 1 — Enter name & email. Type the client's Name and the Email they'll log in with. The email must be unique within your portal.
Step 2 — Search & tick the sites to assign. Under Assign Sites, search for a site and tick it. You can assign one or several sites — the customer sees exactly the sites you tick here, and nothing else.
Step 3 — Click Add. The customer is created and automatically receives a welcome email so they can set their password and sign in to your portal.
Assigning sites later
Sites are assigned when you create the customer. To change which sites a customer can manage, add them with the right sites selected, or reach out through your normal support flow.
Manage existing customers
Each customer row gives you everything you need to support that client:
- Impersonate (the arrow button) — securely log in as the customer to see and operate the portal exactly as they do. Ideal for troubleshooting.
- ⋯ → Change Email — update the address the client logs in with.
- ⋯ → Reset Password Link — email the client a fresh, secure link to set a new password.
- ⋯ → Delete Customer — remove the customer. Tick several rows to delete in bulk.
FAQs
What does "Site Count" mean?
It's the number of your sites currently assigned to that customer — the sites they can see and manage from their portal.
Can one customer manage more than one site?
Yes. Tick multiple sites under Assign Sites when adding the customer, and they'll all appear in that client's portal.
Do customers need an InstaWP account?
No. Customers log in only to your branded portal using the email and password from their welcome email — they never need an InstaWP login of their own.
| 💡 Related: Set up the Customer Portal for your clients — brand your portal and put it on your own domain. |