Customer Portal

What it is

The Customer Portal ($19/mo per workspace) gives your customers a private, branded page to see the work you share with them. No passwords — they sign in with a one-time email link.

Turn it on

Settings → Integrations → Customer Portal. Once active, set a welcome message, pick which request forms appear, choose what you call one customer site (website, property, job, unit — that word then replaces "website" everywhere customers and staff see it), and choose whether customers see monthly hours and a "Run your own team" link.

Invite contacts

Open a customer → Settings → Portal access. Add each person's name and email, then choose Can approve or View only and how often they get update emails. They can sign in at /portal by entering their email.

Share work

• On a task, turn on Share with customer.
• Turn on Needs customer input to put it at the top of their portal with Approve and Request changes buttons.
• Comments are internal by default. Click Internal · share with customer under a comment to show it in the portal.

What customers can do

• See tasks grouped by Needs your input, In progress and Recently completed, with checklist progress and a calendar view.
• Approve, request changes, comment, and upload or download files.
• Submit new requests through the forms you chose — they arrive in your Inbox tagged to the customer.
• Pick which site a request is for, or choose "Not for a website (general request)" when it isn't about one.
• See their sites under the tab named after your word, plus recent site updates and email preferences, and add a site of their own.

Emails

Customers get an email when you share a reply, complete a task, or need their input — instantly or as a weekly summary. Every email has a one-click unsubscribe.

Activity

Each customer page shows who viewed, commented, approved or uploaded in the portal.