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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. You can use Oppy in the Customer Portal template editors on Advanced if you have permission to edit templates. You do not need an Agent seat. The visual editor requires Customer Portal v2 to be enabled. On other plans, users who can edit templates see “You don’t have access to Oppy yet” and are asked to upgrade their project to Advanced. If you do not have editing permission, ask a project manager for access. You can still edit manually, preview changes, review versions, and publish if the editor is enabled and you have permission to use it.
  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:
  • Settings for portal availability, preview mode, Shopify token management, Shopify API proxy settings, and Firmhouse subscription metadata
  • Templates for the Liquid template editor
  • Components after Firmhouse support enables components for your project

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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 which portal your customers see.
To enable or disable preview mode:
  1. Open Customer Portal in the main sidebar.
  2. Open Settings.
  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 test the new Customer Portal without changing the portal shown to other customers.

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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. It does not change which portal your customers see 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. Open Settings.
  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
  • Firmhouse subscription metadata settings for allowed top-level subscription metadata keys, using a space-separated list and double quotes around keys that contain spaces

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Migrating legacy Self Service Center content

When Customer Portal v2 is rolled out for a project, legacy Settings > Self Service Center content blocks no longer control the new customer-facing pages. Custom content that was previously configured in the legacy Self Service Center needs to be recreated in the Customer Portal template that renders that page. For example, if you previously used a legacy Self Service Center promotion block on the dashboard, move that logic into Customer Portal > Templates > dashboard.liquid. Save a new template version, preview it with a real subscription, and publish the version when you are ready for customers to see the change.