Portal Overview
Portals are secure, branded interfaces where your external users can access data, complete tasks, and interact with your business.
What is a Portal?
A portal is a self-service web application where your customers, partners, vendors, or contractors can securely access information and perform actions relevant to their relationship with your organization.
Unlike giving users access to your internal tools, portals provide a controlled, branded experience where each user sees only what they're permitted to see.
Hover for details, or click to open the matching guide.
Portal features
Once you understand the journey above, these guides cover how you build, structure, sign users in, and control what each person sees.
Using the AI builder
Describe the experience you want in plain language—layout, polish, and brand—and iterate in chat until the portal feels right.
Customizing layouts
Shape individual pages in the builder: sections, components, and structure when you want direct control beyond AI.
Portal authentication
How external users sign in: magic links, OTP, open sign-up, SSO, and previewing the login screen.
Permissions
Who can see and do what in the portal—including record-level rules so each user only accesses the data that belongs to them.
Common Use Cases
Portals can be used for virtually any external-facing business process:
Client Portals
Agencies, consultants, and service providers use portals to share project updates, deliverables, and invoices with clients.
Partner Portals
Channel partners can register deals, track approvals, access marketing materials, and view commission reports.
Vendor Portals
Suppliers submit invoices, track payment status, update contact information, and access purchase orders.
Contractor Portals
Freelancers and contractors can submit timesheets, view assigned tasks, and access project documentation.
Customer Support Portals
Customers submit tickets, track resolution status, and access knowledge base articles.
Application Portals
Applicants submit applications, upload documents, and track their application status.