1
Customer approvals, documents, and delivery questions are harder to manage through disconnected email threads.
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
Teams need customer portal work connected to the records that drive the next decision.
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.
Portal access is scoped to the linked customer account while tenant teams retain review control.
Review states keep ownership and follow-up visible inside the secure workspace.
Public pages explain the workflow without exposing workspace records.
Role-based benefits
One record, tailored by role.
Account manager
Keep customer approvals, delivery questions, and next actions connected to the account record.
Customer contact
Review the documents, estimates, and delivery context shared with your linked customer account.
Finance reviewer
Trace invoice and statement context back to the linked customer records during review.
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.
CustomersEstimatesInvoicesDocumentsApprovalsDeliveryDelivery status
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.