This article explains what the Customer Portal is and how to enable it in Linear. Enabling the portal is a one-time setup: once the company administrator turns the Customer Portal on, it becomes available for all company listings, and after that the portal operates automatically in the background. You do not need to separately build a view for the customer, as the system automatically compiles the listing information.
For end customers (sellers and buyers), the portal is displayed under the name My pages. Within Linear, it is referred to as the Customer Portal.
Overview
The Customer Portal is a site designed for sellers, buyers, and buyer candidates where they can follow listing details, viewings, purchase offers, and shared documents throughout the entire sales process. The portal updates automatically whenever listing information is changed in Linear. Customers will see the latest information the next time they open the portal.
What the Customer Portal handles for you:
- Customers can view listing details, photos, and viewing times in one place.
- Viewing times are shown to customers in chronological order without separate messages.
- Purchase offers and their attachments are shown to customers according to their role.
- Shared and signed documents remain easily accessible throughout the sales process.
- Customers stay up to date on essential information without separate emails or phone calls.
The content visible to the customer is updated whenever they reopen the portal. If you make changes in Linear, customers will see them the next time they log in to the portal.
Good to know: Customers do not need to separately register for the service or authenticate using online banking credentials. The portal is accessed using an invitation link and a one-time PIN code sent by email.
Prerequisites
Most common prerequisites
- The Customer Portal is enabled in Linear. Activation is done by the company administrator in the company settings.
- The customer has an email address added to their customer details. The invitation link and login PIN code are sent to this email address.
- The customer is a private individual. The portal is intended for private individual customers.
Special cases
Corporate customers and estates of deceased persons: Customer Portal links cannot be sent directly to corporate customers or estates of deceased persons. Instead, links are sent to company contact persons or parties involved in the estate.
Rental listings: The Customer Portal cannot yet be used for rental listings.
Country-specific differences: The Customer Portal works in all Linear countries, but some automatic invitation conditions and Muistilista partner benefits are only available in Finland.
Enabling the Customer Portal
The Customer Portal is enabled once at the company level. After activation, the Customer Portal section will appear on all company listing cards for sales listings.
Where to find the setting
The Customer Portal settings can be found in the Integrations section of the Company settings under Customer Portal. Changing this setting requires the user to have permission to edit company settings in Linear.
Setup
- Open Company settings.
- Go to Integrations > Customer Portal.
- Make sure that Enable Customer Portal is turned on.
- Select the automatic invitation conditions you want to use.
- Save the changes.
After activation, the Customer Portal section will appear on every sales listing card, and you can start inviting customers.
Good to know: When you enable the portal and select automatic invitation conditions, the system will also review existing active listings and create invitations for customers who meet the selected conditions. The setup therefore applies not only to new listings.
Automatic invitations
Customers can be invited to the portal manually from the Summary and Trading tabs of the listing card, or you can let the system do it automatically. Automatic invitations are selected in the company settings from the same Customer Portal section under the heading The Customer Portal invitation is automatically sent to customers when one of the events below occurs.
There are three available conditions, and each can be enabled or disabled separately:
- Client added as a potential buyer: the potential buyer is invited when they are marked as a potential buyer for the listing
- Commission signed: the seller(s) are invited when the sales commission agreement has been signed (available only in Finland)
- Purchase offer created: the buyer(s) are invited when a purchase offer has been made in their name for the listing (available only in Finland)
Tip: If you want the entire company to use the customer portal consistently, it is recommended to enable the automatic conditions at once. This ensures that all customers receive customer portal links at the same stages of the process, and invitations do not depend on individual agents remembering to send them.
Checklist branding, language and partner benefits
Company logo and colors
The customer portal logo and company brand colors are automatically retrieved from the company settings. This ensures that the company branding is also visible to end users in the customer portal.
Language
The language of the customer portal is determined by the language set in the customer's CRM information.
Checklist and Fortum benefit
The portal's Checklist tab may display benefits from partners that provide added value for the customer. Currently, a Fortum electricity contract benefit is available, which can be enabled from the company settings under the Customer Portal section by selecting Enable Fortum benefits.
Good to know: The company receives compensation for the Fortum benefit, which is paid quarterly as a single combined payment to the company bank account. More detailed terms are available in the settings alongside the Fortum section.
The checklist may also display additional information about IF legal expenses insurance if the company has this free benefit from Linear enabled. This is not a separate customer portal setting, but comes from a separate IF integration.
The Checklist tab is visible to customers only in Finland and only when at least one of its contents (the Fortum benefit or IF legal expenses insurance) is enabled.
Most common issues
Most setups are completed successfully on the first try. Below are some possible issues and their solutions.
The customer portal section is not visible on the listing card
The company most likely does not have the customer portal enabled yet.
- Check the Integrations section in the company settings to see if Enable customer portal is turned on
- If you do not have permission to edit company settings, ask the company administrator to enable the portal
- If the setting is already enabled and the section still does not appear, refresh the page and, if necessary, log out and back in to Linear
No invitations were created for old listings after setup
During setup, the system creates invitations for existing active listings only according to the conditions you selected as automatic. Check the following:
- Is at least one automatic condition selected? Simply enabling the portal does not yet send invitations
- Do the listing customers meet the condition (for example, Purchase offer created only applies to listings where a purchase offer has been made)?
- Is the condition Finland-specific (Commission signed and Purchase offer created are only available in Finland)?
You can always invite missing customers manually from the listing card.
The Fortum benefit or Checklist is not visible to the customer
Check the following in order:
- The listing is located in Finland (Checklist is only available in Finland).
- Enable Fortum benefits is enabled in the company settings, or the company has the IF legal expenses insurance integration activated.
- The customer has reopened the portal after the change.
I want to disable the portal
Access to an individual listing is managed through invitations: if no invitations have been sent, no one can access the listing portal. On a company level, the portal can be disabled from the company settings. If you are unsure about the impact, we recommend contacting Linear customer support before making company-level changes.
Frequently asked questions
Who can enable the customer portal?
A company administrator with permission to edit company settings. Activation is done from the integrations section in the company settings, not from an individual listing.
Does the portal need to be enabled separately for each listing?
No. The portal is enabled once at the company level, after which it is available for all sales listings. Visibility for individual customers is controlled through invitations.
Will the portal immediately become visible to all agents?
Yes. Once the portal is enabled, the Customer Portal section will appear on the listing cards for all agents in the company.
What is the difference between automatic and manual invitations?
Automatic invitations are sent at the selected stages of the process without any separate action. Manual invitations are created by you from the listing card whenever you want. You can use both at the same time.
Can the Fortum benefit and the portal itself be enabled separately?
Yes. Enable customer portal and Enable Fortum benefits are separate settings. The portal works without the Fortum benefit, and the Fortum benefit can be enabled later.
Does the portal work in countries other than Finland?
The portal itself works in all Linear countries. Some automatic invitation conditions (Assignment signed, Purchase offer created) and Checklist partner benefits are currently only available in Finland.