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The Customer Portal is the new portal experience for subscribers.

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Technical Preview

Customer Portal v2 is now in technical preview. It is the new customizable way to service and retain customers. You can already explore the settings, test the experience, and start customizing templates while Firmhouse continues working toward a broader v1 release.

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Where to manage it in Firmhouse

You can enable the new portal from New Features. Look for the feature called Customer Portal v2, which is marked as Preview. When that feature is enabled for a project, Firmhouse shows this area in the main sidebar as Customer Portal with a Preview label. Inside that sidebar entry, you currently get:
  • Overview for rollout settings, preview mode, Shopify token management, and Shopify API proxy settings
  • Templates for the Liquid template editor

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How to test and preview

Preview mode sets a browser cookie for your project session.
  • When enabled, pages in the Customer Portal render with the new experience.
  • When disabled, pages render with the existing Self Service Center views.
  • This does not change the project-wide rollout setting.
To enable or disable preview mode:
  1. Open Customer Portal in the main sidebar.
  2. Stay on the Overview page.
  3. In the Preview mode card, click Enable preview or Disable preview.
  4. A new tab opens showing whether preview mode is enabled or disabled for your browser session.
  5. Continue browsing any customer-facing portal page to validate the selected mode.
To test with a real subscription:
  1. Open a subscription in the portal.
  2. Go to the subscription’s description or details page.
  3. Generate a Self Service Center login link.
  4. Open that link in the same browser where preview mode was toggled.
This lets you verify the new Customer Portal behavior as a customer while keeping the project-wide rollout unchanged.

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Enabling for all customers

Enabling Customer Portal v2 in New Features makes the new Customer Portal section available in your sidebar. It does not switch your project to the new portal immediately. When you are ready to roll the new portal out to all your customers:
  1. Open New Features in Firmhouse.
  2. Enable Customer Portal v2.
  3. Open Customer Portal in the main sidebar.
  4. Stay on the Overview page.
  5. In the Portal availability card, enable the setting for the new portal experience.
Once enabled, your customers see the new portal layout and navigation instead of the legacy Self Service Center. The same page may also show:
  • Shopify storefront token rotation when the Shopify subscriptions app is configured
  • Shopify API proxy settings for allowed customer metafield keys

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Developing templates

For deeper customization, you and your developers can use the Templates area under Customer Portal and the technical reference in the Developing templates section of these docs.