Client portal
Collaboration Portal for Internal Teams and External Companies
Last updated
Collaboration Portal for Internal Teams and External Companies
Last updated
This portal streamlines collaboration between your internal teams and external companies (guests). It provides transparency, centralized project management, and a clear view of project participants and access levels.
Benefits for Internal Teams:
Improved Visibility: Gain a clear understanding of who's working with you from each guest company and their access levels.
Enhanced Collaboration: Coordinate work effortlessly with external partners, breaking down communication silos.
Centralized Management: Manage all project information - tasks, updates, and access - in one central location.
Once you've created an external company profile a client portal is automatically created for your guests.
Domain invitations
Adding a domain for simple sign up
Guest members
External collaborators