Clarify the product
A short guide to using it well
Customer Portal gives customers controlled access to shared information and actions about their own process. Instead of moving every simple information request through messages, the team can provide a secure common surface.
Who is it for?
It suits businesses that want to present project, quote, document, or status information consistently and reduce repetitive access requests to support.
What does it not replace?
A portal does not replace authentication and access policy. Which customer can see which record must be governed by explicit authorization rules.
How to start
- Define a limited list of information customers genuinely need to see.
- Set access, expiry, and support ownership.
- Test the sharing and feedback flow with the first customer group.
Content verified: 2026-08-31
Frequently asked questions
Who is Customer Portal for?
It suits businesses that want to present project, quote, document, or status information consistently and reduce repetitive access requests to support.
How should a team start with Customer Portal?
Customer Portal gives customers controlled access to shared information and actions about their own process. Instead of moving every simple information request through messages, the team can provide a secure common surface. Define a limited list of information customers genuinely need to see. Set access, expiry, and support ownership. Test the sharing and feedback flow with the first customer group.
What does Customer Portal not replace?
A portal does not replace authentication and access policy. Which customer can see which record must be governed by explicit authorization rules.