How do I control user access to contracts?

How do I control user access to contracts?

 User access to contracts is based on the combination of three factors:

  1. The contract must be booked
  2. The end user must have ASPIRE accounts linked (done in the Portal User Management area) that are a customer or guarantor on the contract
  3. Based on the contract private label, it will only be available in a portal site whose partition is configured for that private label

    • Related Articles

    • Control customer access to contracts

      When setting up a new End User in the Customer Portal, you must link one or more accounts to the user. These linked accounts control which contracts the user can view/take action on in the portal. For an ASPIRE account to appear in the list, all of ...

    • Customer Portal End User Experience Guide

      See the attached document for details. Attachment last updated January 19, 2026 (v1.7) Attached is the End User Experience Guide for the Customer Portal. This document contains information on what borrower/lessee users will see and be able to do when ...

    • Customer Self-Enrollment

      For the majority of prospective portal users, the quickest path to getting access to the Customer Portal is through self-enrollment. By clicking the Register Here link on the login page, the site visitor will be taken through a process that will ...

    • Why is a customer not available to link to a Portal user?

      To grant access to view contracts in the Portal, a Portal user must be connected to one or more Accounts (representing Customers or Guarantors). The Customer Portal is designed to help borrowers/lessees with active contracts (booked and not ...

    • Customer Portal Design Guide

      As of January 2026, the Design Guide has been retired. For information about customizing the Customer Portal for branding, see the article Branding - Customizing the Portal to Meet Brand Needs