Business operations

Customer portal

Give customers a place to see reports and status without inbox archaeology.

Audience: Account manager

Demo video

Video coming soon

We are recording a walkthrough of Customer portal. Check back here — the same clip will ship to social later.

Screenshots

Primary screen for this feature
Detail / result view
Mobile / Field app view

How to use it

  1. Enable portal for the customer account.
  2. Invite customer users with view permissions.
  3. Publish signed reports to the portal.
  4. Customers download evidence when their auditor asks.

Tips

  • Keep portal users read-only unless they must upload.
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