1
Customer Portal records can lose context when teams manage them in separate files.
Customer Portal
Customer collaboration without internal workspace exposure.
Share governed customer-facing estimates, invoices, statements, approvals, document requests, messages, and delivery status from a dedicated portal. Preview the workflow before creating a secure workspace.
Operational problem
Reduce workflow pressure.
2
Leaders need public explanations that preview the workflow without exposing protected workspace data.
Operational proof
Signals in one place.
Portal access stays scoped to the linked customer account.
Document uploads and payment proof remain review-only intake.
Customer messages and approvals create auditable follow-up work for the tenant team.
Operational workflow
From signup to secure work.
Each page previews the workflow while company records stay inside the secure app workspace.
- 01
Enable the Customer Portal module for the workspace.
- 02
Invite linked customer contacts from the internal app.
- 03
Review customer approvals, documents, messages, and delivery status signals.
Data and control model
Keep records reviewable.
Customer Portal data stays inside the secure workspace after Google sign-in.
Public pages explain the operating model while protected modules remain on the app domain.
Audit-friendly review context connects the module back to related workflows.
Role-based benefits
One record, tailored by role.
Owner / manager
Review customer portal signals as part of the operating command center.
Team lead
Keep follow-up work tied to source records instead of disconnected notes.
Finance / admin reviewer
Use controlled references for review without public data exposure.
Expected outcomes
- Less email chasing for customer evidence.
- Cleaner customer-facing status without internal navigation.
- Portal collaboration that preserves tenant review controls.
Connected records
Connected operating records
Public pages explain the model. Company records stay inside secure workspaces.
CustomersEstimatesInvoicesDocumentsApprovalsDeliveryCustomersEstimatesInvoicesDocumentsApprovalsDelivery
Related public modules
Preview connected work.
Workspace access
Create your secure workspace first.
Use Google sign-in to create a workspace, invite up to 5 additional members, and open module data only for approved company users.
Google sign-in sends new users into workspace onboarding.
Each workspace can invite up to 5 additional members and keep company data separated.
Authorized platform safeguards stay separate from customer workspaces.