Level 6 · Customer Portal 5 min read Office Staff Owner

How Customers Log In

How Customers Log In

Customer portal login page

Customers can log in to the portal in two ways:

1. Magic Link (Recommended)

The easiest method — no password needed.

  1. Customer visits the portal login page
  2. Enters their email address
  3. Clicks Send Login Link
  4. Receives an email with a secure, one-click link
  5. Clicks the link → instantly logged in

The magic link expires after 15 minutes for security.

2. Password Login

For customers who prefer a password:

  1. Customer visits the portal login page
  2. Clicks Login with Password
  3. Enters email and password
  4. Clicks Sign In

Customers can set a password from their Profile page inside the portal.

First Time?

When you create a customer in TradesmanExperts, they'll receive a welcome email with their portal link. They don't need to register — their account is created automatically when you add them as a customer.