Customer portal
The customer portal lets you run a playbook together with the people at your customer: an onboarding, a rollout, a renewal plan. You invite customer contacts to a playbook; they sign in to their own portal and work on it with you.
What your customer gets
Section titled “What your customer gets”A contact you invite gets a portal account. When they sign in they see:
- Projects: the playbooks shared with them (“Projects your team has shared with you”), with status, owner, dates, current stage and progress.
- Settings: their account and their notification preferences.
Inside a shared playbook they can tick off tasks, post messages, download and upload files, see who is on the team, and send a private message to the owner. They can’t change the playbook itself. See External users for the full list.
What stays internal
Section titled “What stays internal”Nothing in the portal is visible by default. Your customer sees:
- only the playbooks they were invited to,
- in those, only the tasks, messages and files marked Visible to customer,
- nothing else in your organization: no other customers, playbooks, notes, health scores or reports.
See Privacy for the details.
Where to start
Section titled “Where to start”- Make sure the contact exists on the customer, with an email address. See Customers.
- Open the playbook and add the contact on its Team tab: Share a playbook.
- Decide which tasks, messages and files your customer should see.