import { Head, useForm } from '@inertiajs/react'; import { MailCheck, ShieldAlert, ShieldCheck, Users } from 'lucide-react'; import { Callout, SectionCard } from '@/components/crm/page-header'; import { Button } from '@/components/ui/button'; import { Checkbox } from '@/components/ui/checkbox'; import { Label } from '@/components/ui/label'; import { Spinner } from '@/components/ui/spinner'; import { update as updatePortal } from '@/routes/portal'; import type { PortalSettingsProps } from '@/types'; /** * Settings -> Customer portal. * * The behaviour of the portal rather than its looks: whether somebody who * opens an account has to confirm the email address before they can see their * household's address, systems and reports. * * Confirmation is what proves the address is theirs, so it is on by default. * An installation that already knows its customers by phone can turn it off * here and the sign-up goes straight through. */ export default function CustomerPortalSettings({ portal, }: PortalSettingsProps) { const form = useForm({ verify_email: portal.verify_email }); const submit = () => { form.put(updatePortal().url, { preserveScroll: true }); }; const off = !form.data.verify_email; const changed = form.data.verify_email !== portal.verify_email; return ( <> {off ? 'A new portal account opens the moment it is created. That also covers any account still waiting to confirm, so this is only for an installation that is sure it can tell who is signing up.' : 'A new account is signed in but sees nothing until the link in its email is opened. That link is what proves the address belongs to the person asking.'}
form.setData('verify_email', checked === true) } />

When this is on, we email a signed link as soon as somebody registers and hold the portal shut until it is opened. When it is off, no email is sent and the account works immediately.

Existing customers are matched by email and phone either way; this only changes whether we prove the address before showing what is on the account.

{!changed ? ( {off ? 'Confirmation is off.' : 'Confirmation is on, which is the default.'} ) : ( {off ? 'Saving turns confirmation off for everybody who signs up.' : 'Saving puts the confirmation step back for everybody who signs up.'} )}

The confirmation email is sent through Settings → Email delivery, so check that server works before relying on this.

); }