Hey ​@khuonder! Glad to hear you’re seeing success with the 2.0 portal. 

The new portal is compatible with all major browser types - about 30% of our daily users are navigating the portal via Safari without any observable issues. I’m wondering if there may be a device challenge or other issue causing trouble here, aside from the browser type?

If you have any additional information you can share, such as the device being used, features that don’t function correctly, etc., I would be happy to help provide some solutions here. Thank you!

Hi ​@jcummings!

I’ve found that the vast majority of the portal issues are stemming from Mac computer users whose default browser is Safari. I have seen each of these issues across multiple customers for the duration of time we have had an active portal (beginning March 2025), so I don’t think any of it is unique to a device or customer. I will detail the specific issues I’ve encountered while working with our customers below:

• The portal hyperlink in the invitation to set up their password does not work if it is opened from their email into Safari. I’ve just had them copy-paste the link into Chrome and it has worked there. 
• When attempting to view/sign proposals, the signature box does not appear, nor does the ‘Sign’ button on the bottom right after clicking the view proposal option.
• In the Invoicing tab, when customers select an invoice, both the ‘Pay Invoice’ and ‘View Invoice’ options are not on their screens. So they are unable to view a pdf of the invoice and unable to pay it as well. 

I have only been able to try and troubleshoot these briefly over the phone as customers are attempting to sign-up/sign/pay in the portal, so I don’t have much to go on outside of that. I have just avoided using Safari altogether and recommended Chrome, Edge or Firefox, which work every time.

Any solutions or suggestions would be appreciated!! Thanks!