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Customer Portal v2 is available as a technical preview. Use this guide to enable the preview area, test the new portal, preview template changes, and roll it out to customers when your team is ready.

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Enable Customer Portal v2

You can enable the new portal from New Features.
  1. Open New Features in Firmhouse.
  2. Find Customer Portal v2, which is marked as Preview.
  3. Enable the feature for your project.
When the feature is enabled, Firmhouse shows Customer Portal in the main sidebar. 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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Test with preview mode

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.

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Test with a real subscription

To test the customer experience with an existing subscription:
  1. Open a subscription in the Firmhouse 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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Preview the latest template package

When you are editing templates, you can preview the latest saved version of every Customer Portal template together before publishing them. To enable the package preview:
  1. Open Customer Portal > Templates.
  2. Open any template in the editor.
  3. Click Preview latest package.
  4. On the preview confirmation page, continue to the Customer Portal.
  5. Open a customer login link in the same browser when you want to test real subscription pages.
The package preview is enabled by a browser cookie for one hour from the moment the preview link is opened. During that hour, Customer Portal pages use the latest saved version of every template where one exists. Templates without a saved version continue using the live version. Opening the preview package link again refreshes the one-hour period. The preview only affects your browser and does not change the project-wide rollout setting or the published template versions. When the previewed template package differs from the live portal, Firmhouse shows a preview banner at the bottom of Customer Portal pages. Use View live portal from that banner, or Disable preview on the preview confirmation page, to return your browser to the live portal.

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Enable 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