Customer Portal

Configure the customer-facing portal for sharing documents and updates.

Overview

The Customer Portal provides a shareable link and embeddable widget that lets your customers view their documents, invoices, and project updates.

What You Can Do

  • Get shareable URL — Copy a unique URL to share with customers
  • Embed code — Get an iframe embed code to add the portal to your website
  • Customize access — Control what information customers can see

How to Access

Navigate to Settings → Customer Portal from the main navigation menu.