What it covers
Customers can view deliberately shared service, documents and project progress, and review quotes where access allows.
Service and delivery
Customer portal
Give invited customers a separate, contact-scoped place to follow shared work.
How it works
Share selected work through a separate customer space
Invite customers into a separate portal identity with contact-scoped access. Share approved service work, documents and project progress, and quotes when the relevant access allows it.
In practice
Portal customers do not enter the staff workspace or see every internal record.
When to use it
Useful situations
- Let an invited customer follow deliberately shared service work.
- Share a document without exposing staff workspace navigation.
- Allow a customer to review an available quote or project update.
A working path
How the work moves
Invite
Create the separate portal identity for the approved contact.
Share
Choose service, document or project records that the contact may access.
Review
The customer signs in to the portal and follows only that scoped work.
Illustrative scenario
project update
A project manager shares a milestone update and customer-safe document with one portal contact for review. The customer sees the selected update in a separate portal account; internal notes, unrelated projects and staff navigation stay inside the staff workspace.
Before you start
What to check
- Portal accounts are separate from staff accounts.
- Sharing is contact-scoped and must be selected for each supported record.
Can portal users browse our CRM?
No. They see only deliberately shared records in their contact scope.
Can a portal user upload files?
Authenticated portal uploads are supported where the workflow allows.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.