Customer portal (for agencies)
Portal mode is scoped to one organization, with trimmed navigation and client-safe surfaces.
Portal access and scope
How portal mode is scoped to one organization, how navigation changes, and what content is client-facing.
Read more
Share documents in the portal
Publish client-safe documents, link deliverables, and keep internal notes separate from stakeholder-facing content.
Read more
Submit and track requests
How clients submit requests, how agencies triage them, and how status stays visible without extra meetings.
Read more
