Note 1: 
1. For customer accounts created before October 21st both old and new customer portals will work.
2. For customer accounts created after October 21st, only new customer portals will be applied by default.

Note 2:
Before applying the new customer portal, we recommend you build your customer portal template that has to be used in your projects, else the default portal will be applied to created projects.

Note 3:
For accounts created before October 21st with ongoing projects, the old customer portal will continue to work unless a customer portal template is explicitly applied.

In this article

• Transitioning ongoing projects to the new customer portal:
• Applying the new customer portal to new Projects:
• Applying the new customer portal for projects created via CRM Integrations (like Salesforce, Hubspot):

Transitioning ongoing projects to the new customer portal:

To update older projects to the new customer portal, you’ll need to use Rocketlane's automation feature. Follow the below steps:

• Select your profile and go to Settings.
• Click on Automations and then select New Automation.
• Choose Blank Slate to create the automation from scratch.
• In the Trigger section, select Set Schedule.
• In the new dialog box, choose Projects under the Set Schedule On dropdown.
• Set the Repeats Every option to 1 day, and ensure to specify the start date, time, and timezone.
• In the next action block, select Change Portal and specify the new customer portal template you wish to assign to the project.
  
  

Note: Once your customer portal has been updated to the newer version, remember to deactivate the automation. Keeping it active may result in unintended changes to future projects or configurations. 

Applying the new customer portal to new Projects:

When creating new projects, if you select a specific customer portal template in the project creation flow (e.g., “SMB Onboarding CP Template”), the new project will automatically inherit the selected template. If no customer portal template is selected during project creation, the new project will inherit the default customer portal present in the customer portal templates section.

Applying the new customer portal for projects created via CRM Integrations (like Salesforce, Hubspot):

If your projects are created via Salesforce automation, the process is slightly different:

• Select your profile, go to Settings, and click on Automations.
• Create a new automation from scratch using the Blank Slate option.
• Under the Trigger section, choose All Projects and select the trigger as When Project is Created. You can set conditions if needed.
• Add an action and select Change Customer Portal. A dialog box will appear where you can select the customer portal template of your choice for the project.
  
  

Note: For accounts created before October 21st, 2024, if the new customer portal template is not selected during project creation, the old customer portal will automatically apply.