Documentation

How to set up PortalShip.

A reference for every admin setting — what it does, where it shows up for your customers, and how it maps to HubSpot.

Getting started

Create your account, connect HubSpot, and invite your first customer.

The customer portal

What each tab shows your customers, and where the data comes from in HubSpot.

Customization

Contact fields, ticket fields, custom objects, line items, branding, and your knowledge base.

Automation

Starter workflows, automation rules, and email templates.

Billing

Your trial, subscription, and managing payment.