What each customer sees when signed in

The customer portal at /trade/account is what your customer sees when they log in. It replaces the "email me for a quote" back-and-forth with a self-serve view of their live account with you.

The tabs

• Overview. A summary card: order value year to date, open quotes, unread messages, and their assigned rep.
• Orders. The full order history with re-order buttons on past orders.
• Quotes and invoices. Every document you have sent, with status (sent, viewed, accepted, paid).
• Projects. Any client-visible projects with status and next milestone.
• Messages. Two-way chat with their rep. Messages here also show up in the CRM chat surface.
• Account. Their contact details, delivery addresses, and preferences.

Rep visibility

The Overview card shows the customer's assigned rep by name and photo, and their contact email. This is the person the customer speaks to. Resolution order:

1. The bc_salesperson_code on the customer record (mapped to a rep in Management > Team).
2. The created_by_display name (whoever added the customer).
3. The workspace owner as a fallback so the card is never blank.

What is NOT in the portal

By design, the portal never shows internal notes, other customers' prices, or your team's dashboard. It is a one-way mirror - your customer sees their account, not your workspace.