#bakermd - Portal
outer willow
thick snow
Stripe portal
What portal are you referring to? The one I'm familiar with is for Customers, not users on your account.
bakermd - Portal
ruby mirage
Yes - customers. Our platform enables lawyers to perform remote depositions and the like. When an account is created in our system, we ask the account creator to go through the setupIntent flow to put a payment method on file. They then may add 200 attorneys to their account, each of which may create cases which are billable. We send over the info to Stripe each time they create a case or consume our consumable items. The user that created the account may want to add 5 people from their finance team to our platform, setting them each up as a billing-admin. What we want is for any of those (now 6) billing admins to be able to gain access to the Stripe customer portal associated with their organization and all of the transactions incurred by their 200 attorneys.
thick snow
So would the organization be the entity that is represented by the Customer record in this case?
ruby mirage
Yes
thick snow
Okay so with the "no-code" approach currently documented in our Public docs, we require the end-user to input an email so we can authenticate them with a specific Customer record.
However, if you can make code changes to your site there is another option
ruby mirage
Our dev team is heads-down on a bunch of other Stripe-related tasks, i.e. tracking usages, purchasing subscriptions, etc. so I'm trying to offload as much of the customer-facing components as possible until after the launch, but am All Ears for what you feel the most efficient approach may be. At some point down the road we'll have full feature parity with the hosted UI pages, but need solutions for the short-term.
thick snow
In that case you could authenticate the user in your system, then look up their Customer ID and use it to create a one-off customer portal URL that does not require authentication. It's the original integration path for this tech. Take a look at the 2nd code snippet here:
https://stripe.com/docs/customer-management/integrate-customer-portal#redirect
ruby mirage
That's EXACTLY what I was looking for. THANK YOU!!!