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Customer portal

The customer portal lets your tenants view their units, invoices, and payment methods, and sign in via a magic link.

Written by Etienne Champagne

The customer portal is the self-service space where your tenants view their rentals, pay invoices, and manage their profile. It's completely separate from the operator console: your team uses the Stortech console, your customers use the portal. Sign-in is magic-link only, sent by email: there's no password to remember.

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Who this article is for

This article describes what your customers see on their portal. No operator role is required to understand the portal. To help a customer sign in or fix an issue, the Owner or Manager role can resend a link from their record.

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Portal pages

Customer portal dashboard with active leases

Once signed in, the portal exposes three sections:

Section

Content

Dashboard

"Hi {first name}," active rentals, Rent a unit button when none active.

Billing

All/Pending/Paid filters, Payment method section.

Account

Full name, Email, Phone fields. Save changes button.

A Sign out button is visible on every page.

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Signing in to the portal

Step 1.
The customer goes to the portal. They see the Customer portal page with a single Email field.

portal login page en

Step 2.
They enter their address and click Send Login Link.

portal request magic link en

Step 3.
Stortech sends an email containing a magic link.

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Step 4.
The customer clicks the link in their email and is redirected to the portal, already signed in.

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The magic link expires after 60 minutes and can only be used once. If the customer closed the tab or let more than 60 minutes pass, they request a new link from the same page.

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Viewing and paying an invoice

Step 1.
The customer signs in to the portal.

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Step 2.
They click Billing.

Portal Billing tab with invoices and payment method

Step 3.
They filter by All, Pending, or Paid.

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Step 4.
For a Pending invoice, they click the payment button to open Stripe Checkout.

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Step 5.
They choose a payment method and pay.

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Editing their profile

Step 1.
The customer clicks Account.

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Step 2.
They edit Full name, Email, or Phone.

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Step 3.
They click Save changes.

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What happens automatically

On magic-link sign-in, a session cookie is set. It lasts 24 hours. After it expires, the customer needs to request a new link. On changing the email on the Account page, the portal account is updated. Future magic links are tied to the account's identifier, not the historical address. On sign-out, the cookie is cleared. A customer can have rentals across multiple facilities attached to the same storefront. The portal shows every rental linked to their account.

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Important fields and statuses

Item

Meaning

Magic link

Single-use link, valid 60 minutes.

Hi, {first name}

Personalized greeting on the dashboard.

All / Pending / Paid

Filters in the Billing section.

Payment method (section)

Cards and PADs saved on the customer's Stripe account.

Sign out

Global button; clears the session cookie.

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Troubleshooting

The customer didn't receive the magic link. Check: is the email address they entered correct? Does the facility's Emails tab show it was sent? Did the customer check spam? Fix: resend a link from the customer's record (Resend portal link button), or wait a few minutes. See Customer Can't Sign In.

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The customer clicks the link and gets "Link expired." Check: the link expires after 60 minutes. Fix: ask the customer to request a new link from the sign-in page.

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The customer has two accounts for two facilities. Check: the portal is per-storefront; each storefront has its own accounts. Fix: if both facilities are on the same storefront, merge them under one account (contact support). Otherwise, explain to the customer that each storefront is a separate portal.

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The customer doesn't see one of their rentals in the portal. Check: is the contact linked to their portal account? Fix: if the link is missing, contact support to fix it. The customer can't do this themselves.

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The customer is on the wrong storefront. Check: a customer of one storefront can't sign in on another. Fix: send the customer the correct URL (the Customer portal link on their facility's storefront).

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Note: if an existing customer attempts online sign-up from the storefront and the email is already taken, sign-up shows a conflict error. The customer then needs to go to the portal and sign in with a magic link. An improvement to this flow is planned.

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Common questions

How does a customer reach their portal? — Via the Customer portal link on the facility's storefront, or via the link in any transactional email sent by Stortech.

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How does the customer sign in? — They enter their email on the sign-in page and click Send Login Link. Stortech sends a magic link valid for 60 minutes. The customer clicks the link and is signed in.

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Can the customer use a password? — No. The portal is magic-link only. It's more secure, and there's no password to remember, forget, or reset.

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What can the customer do in their portal? — See active rentals, view and pay invoices, add or remove a payment method, edit their name/email/phone.

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The customer didn't receive the magic link. What do I do? — Check the email address entered, check the facility's Emails tab, ask them to check spam. You can resend a link from their record.

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Why doesn't a customer see one of their rentals in the portal? — The contact probably isn't linked to their portal account. That's a configuration issue only support can fix.

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The customer has two accounts for two facilities. Is that normal? — Yes, if each facility is on a different storefront. The portal is per-storefront: a customer on one storefront can't sign in on another.

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