Portal Settings

Set customer self-service behavior, portal URL, support entry, and export controls.

WorkspaceCustomersAccounts and sites

FindFast searchCustomers, licenses, invoices, actions

FlowSmoothFast handoffs and calm loading states

AvailablePortal SettingsShared navigation, appearance, keyboard access, and responsive behavior are active.

Admin Settings Command CenterPortal Settings

Set customer self-service behavior, portal URL, support entry, and export controls.

Overview PayPal Tax Invoices Email Portal Licenses Subscriptions Updates Security Webhooks API Signing Identity Audit

PayPal1

Payment provider posture

Invoices1

Numbering and templates

Email2

Senders and tests

Licenses1

Activation policy

API1

Limits and idempotency

Signing1

Package and manifest trust

CommercePayPal, tax, invoices, subscriptions, portal, and customer billing posture.

DeliveryLicense, updates, signing, package delivery, webhooks, and API controls.

SecurityIdentity, MFA, sessions, API keys, rate limits, backup, restore, and audit.

Settings controlsWorking controls for payments, billing, delivery, identity, API, and security

RecordsPortal

settings_key	portal_url	self_service	account_export	support_entry	status
leadstrium-portal	https://core.leadstrium.com/portal	enabled	enabled	enabled	configured

ReadinessSettings command state

1PayPal

1API

1Signing

30Audit

Set customer self-service behavior, portal URL, support entry, and export controls.

Customers details Portal Settings Key readouts, next actions, reports, recent activity, and settings for this screen.

AccountsCenteredProfile, licenses, websites, subscriptions, downloads, and tickets stay together.

PortalSelf-serviceCustomers need access recovery, license movement, invoices, downloads, and support.

EvidenceTimelineEvery customer action should land on the customer timeline.

actionOpen customer overviewFind account, lifecycle state, and linked records.Open the full workspace from the left menu when needed.

actionOpen customer portalReview self-service purchase, license, and support flows.Open the full workspace from the left menu when needed.

actionReview websitesCheck connected domains, activation state, and drift.Open the full workspace from the left menu when needed.

actionPrepare exportPrepare customer data and evidence bundle.Open the full workspace from the left menu when needed.

reportCustomer reportAccounts, licenses, websites, subscriptions, downloads, support.Open the full workspace from the left menu when needed.

reportPortal readinessSelf-service readiness and missing capabilities.Open the full workspace from the left menu when needed.

Customer timeline/core/customers/timelinePurchases, licenses, downloads, support, and security events.

settingPortal rulesSelf-service behavior, downloads, license movement, and export policy.Open the full workspace from the left menu when needed.