System Features

Customer Portal

Give your customers controlled visibility into their projects.

Controls 4
Module System Features

Feature detail

What this area covers

These are the core controls and workflows inside customer portal.

01

Unlimited Customers

Scale customer access across accounts and projects without account-count limitations.

02

Permission-based Customer Access

Restrict portal visibility to the documents, records, and workflows each customer should see.

03

Control What Each Customer Can See

Set clear visibility boundaries so each customer only sees the projects and records they should.

04

Site-level and Project-level Visibility

Limit access by project or site while still giving customers the operational visibility they need.

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