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How to Access the B2B Portal in Luminous

How to Access the B2B Portal in Luminous

Every Luminous instance with the sales module automatically includes a B2B client-facing portal. Follow these steps to locate and access your B2B portal:

Heidi Hatch avatar
Written by Heidi Hatch
Updated over 3 months ago


Step 1: Navigate to the Sales CRM

  1. Log into your Luminous account.

  2. On the left-hand sidebar, click on Sales CRM under the Sales section.


Step 2: Locate the B2B Portal Button

  1. In the Sales CRM interface, look for the B2B Client Facing Portal button in the top-right corner.

  2. Click the button to access your portal.


Step 3: Access Your B2B Portal

  1. Clicking the button will redirect you to your automatically generated B2B portal.

  2. The URL will follow this format: yourdomainname.portal.luminosolutions.com.


Step 4: Check Your Portal Logo

  1. The portal will display the logo configured in your Luminous System Settings.

    • To verify or update your logo, go to My Profile Settings in the bottom-left corner of the system.

    • The logo set here will automatically be applied to your B2B portal.


Your B2B portal is ready to use, complete with your branding and accessible to clients via the provided domain URL.

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