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Give a client their own page

A private link where a customer sees progress, documents and updates.

On a project or a customer, Enable portal. You get a Portal link to copy and send.

They see what you choose to show: progress, stages, documents, photos and the updates you post. They do not see your costs, your margin or anything about other customers.

Post an update with a title and details. It appears on their page, and it is the thing that stops "how is it going" phone calls — most of those are somebody with no way to find out.

Turning it off

Turn off kills the page. Regenerate token kills the old link and makes a new one — use it if the link went somewhere it should not have.

Still deciding?

Tell us what you do and we will tell you honestly whether this fits. A person reads it, and replies.

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Give a client their own page | RunGrid