Customers chase updates
Project status, documents, and site information are requested repeatedly when customers cannot self-serve.
Customer Visibility
Give customers the view they need. Nothing more.
Provide controlled customer access to project, site, document, and workflow information while keeping internal data protected.
Customer transparency without opening the whole system
The Problem
Customer updates are scattered across calls and emails
Customers need visibility, but giving them updates manually creates admin pressure. Giving too much system access creates risk.
Internal data needs protection
Customers should not see internal notes, unrelated projects, or operational areas outside their scope.
Project visibility is inconsistent
Some customers get detailed updates while others rely on manual follow-up from busy teams.
Customer transparency only works when access is controlled.
The Solution
A controlled portal for customer-facing work
CloudScaff lets you give customers the right visibility into their projects, sites, documents, and records without exposing internal operational control.
Unlimited customer access
Invite customer stakeholders across accounts and projects without account-count limitations.
Customers can self-serve the right information
Permission-based visibility
Control which projects, sites, documents, and records each customer can access.
External access stays tightly scoped
Project and site boundaries
Limit portal visibility by project or site so customers see relevant work only.
Visibility follows the contract scope
How It Works
From internal project data to customer view
Set access boundaries, invite customers, and let them view the approved records connected to their project or site.
- 01
Create customer access
Add customer accounts and connect them to the right project, site, or account record.
- 02
Set permissions
Control what each customer can see, from documents to site-level records.
- 03
Publish visibility
Expose approved information without opening internal notes or unrelated records.
- 04
Maintain boundaries
Adjust access as projects change, sites close out, or customer roles evolve.
Included Controls
Control customer access by project and site
Give customers visibility through unlimited accounts, permission-based access, controlled data views, and site-level or project-level boundaries.
Unlimited Customers
Scale customer access across accounts and projects without account-count limitations.
Permission-based Customer Access
Restrict portal visibility to the documents, records, and workflows each customer should see.
Control What Each Customer Can See
Set clear visibility boundaries so each customer only sees the projects and records they should.
Site-level and Project-level Visibility
Limit access by project or site while still giving customers the operational visibility they need.
Outcomes
Better customer visibility with less admin
Customers can access approved information directly while your internal teams keep sensitive workflows protected.
Reduce status chasing
Give customers a controlled place to view relevant project information.
Protect internal data
Keep private notes, unrelated projects, and internal workflows restricted.
Improve transparency
Give customers consistent visibility into approved records and documents.
Support account scale
Invite customer stakeholders without running into account-count friction.
FAQ
Common questions
Customer Portal FAQ
Can customers access CloudScaff directly?
Yes. Customers can be given controlled portal access to relevant project, site, document, and workflow information.
Can each customer see different information?
Yes. Customer visibility can be controlled by permission, project, and site.
Does the portal expose internal records?
Only approved records are visible. Internal data can remain restricted through permission controls.
Is there a limit on customer accounts?
The feature is designed for unlimited customer access across accounts and projects.
Open a Controlled Portal
Give customers clarity without losing control
Let customers see the project and site records they need while keeping internal data protected.