In order to enable the Customer Dashboard, ensure the customers tab is enabled and you've already created a customer entity. To learn how to do this, please refer to this article.

Creating a customer dashboard account can be done in Customers ⇒ Customer Profile ⇒ Dashboard.

Here you can add their information such as name as well as email and password that they will use to log in.

It is also possible to individually customize the actions you enable your customers to take in their accounts, which will override the parameters previously set in the Configuration applied to them.

For example, if you usually don't allow Customers to upload Tasks via CSV, but you have a Customer who you want to allow this for, you can enable the option Enable task CSV import in their Customer profile. This will only affect this Customer in particular and no other Customer that has Dashboard access, since global settings for Customer Dash will be overwritten in this case.

Click Save once you've added all the information.

To learn more about the different customization options the Customer dashboard has to offer check out this article.

The customers can log in at the same URL as you would normally, at https://dash.elogii.com/#/login