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A portal link is the credential. There is no password — anyone with the link can view the data it gives access to. JingjaiOps lets you generate links from the customer record, a quote, or an invoice.
From…What it links toWhen to use
Customer detailWhole customer account (all jobs, invoices, deposits, quotes)Long-term portal access
Quote detailA single quote (with sign-and-accept)Sending a new quote for signature
Invoice detailA single invoice (with pay-by-PromptPay)Sending a payment request
The portal experience differs based on link scope. A single-quote link only shows the one quote; a customer-wide link shows everything tied to that customer.
1

Open the customer

From the Customers list.
2

Click 'Generate Portal Link'

A side panel slides in.
3

Confirm the link options

Default expiry is 30 days. You can shorten or extend.
4

Click 'Generate'

A URL is created and copied to your clipboard.
This happens implicitly when you click Send to Client on a quote — JingjaiOps generates a quote-scoped link and includes it in the email. The link expires when the quote is accepted, declined, or hits its expiry date. If you want to generate the link without sending an email (e.g., to paste into LINE):
  1. Open the quote.
  2. Click ••• → Copy Portal Link.
  3. Paste anywhere.
Same flow:
  1. Open the invoice.
  2. Click Send to Client to email the link, or ••• → Copy Portal Link to paste manually.
  3. The link expires when the invoice is fully paid or after 30 days.
Link typeExpires after
Customer-wide30 days from generation
Single-quoteWhen the quote is accepted, declined, or expires
Single-invoiceWhen the invoice is fully paid, or 30 days
After expiry, the link still loads, but the customer sees a friendly message asking them to request a new link from your team. You generate a new one — the URL changes, but the data they see is the same. You have several ways to share the link:

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Built-in email

The Send to Client action on quotes and invoices uses your business’s email template, fills in the customer’s preferred language, and includes the link as a button.

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Email manually

Copy the link with ••• → Copy Portal Link and paste into Outlook, Gmail, or your usual email tool.

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LINE / messaging apps

Most Thai customers prefer LINE. The portal link works there too — paste, send, the customer taps and lands in the portal. Same with Messenger, WhatsApp, etc.

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SMS

Links are short enough to fit in an SMS. Useful for customers without good email habits. If a link is forwarded somewhere it shouldn’t be (a customer’s old employee, accidentally posted online), revoke it:
1

Open the customer / quote / invoice

Wherever the link was generated.
2

Click 'Revoke Portal Link'

A confirmation appears.
3

Confirm

The token is invalidated immediately. Anyone trying the URL gets a “link revoked” message.
4

Generate a new link

Send the fresh link to the customer through a different channel.
Revocation is irreversible. The token’s audit trail (who generated it, when, who accessed it) is preserved.

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Optional access codes (high-security mode)

For customers who want an extra layer of protection on top of link-only access, you can enable Access Codes in Settings → Portal. When enabled:
  • The customer first lands on a code-entry page
  • The 6-digit code is sent separately (via SMS to their primary phone, or via your business email)
  • They enter the code to unlock the portal session
This adds friction. We recommend it only for customers with very high-value accounts (>฿500K open balance) or where the customer specifically asks for extra security. Most rentals work fine on the link-only model.

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Audit trail

Every portal link generation, view, and revocation is logged:
  • Generated by: staff user
  • Generated at: timestamp
  • First viewed: timestamp + IP
  • Last viewed: timestamp + IP
  • Total views: count
  • Revoked at: timestamp (if revoked)
Find the audit log on the customer’s, quote’s, or invoice’s Activity panel.
When in doubt, revoke and reissue. A new link costs nothing and the old one’s audit trail is preserved.