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Copy file name to clipboardExpand all lines: src/content/docs/build/set-up-options/self-serve-portal-for-orgs.mdx
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@@ -37,9 +37,11 @@ A self-serve portal means your customers can make basic account changes without
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## Configure the organization self-serve portal
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1. Go to **Settings > Environment > Self-serve portal**.
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2. Enter the **Return URL** that you want users to land on when they exit the portal, e.g. your app dashboard.
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3. Add an **Organization alias** to represent how your customers are referred to in your business, e.g. Account, Partner, Workspace, etc. This will be visible in the interface in the portal.
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4. In the **Organization profile** section, select the functions you want organization admins to be able to manage.
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5. Select **Save**.
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## Portal access control with system permissions
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These permissions can be included in your custom roles and assigned to organization members.
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We recommend creating custom roles with varying levels of portal access, which you can then assign as needed. For instance, you might create a role that allows members to view billing details but not update them.
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We recommend creating custom roles with varying levels of portal access, which you can then assign as needed. For instance, you might create a role that allows members to view billing details but not update them. You can select these permissions within your existing roles, or when you create them.
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When [configuring org roles](/billing/get-started/add-billing-role/), you can specify whether it should be:
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```
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This will return a one-time portal link for the specified user.
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## How the self-serve portal looks
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You are able to do your own styling of the self-serve portal. For example, displaying options in a menu, or as buttons on your site, etc. Here's an example of what your org's self-serve portal looks like in Kinde.
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