Customer Portal
The customer-facing portal — what customers see, how to configure it, and how to invite them.
Portal overview: what customers see
The pages a customer sees in the portal — health, success plan, tasks, goals, timeline, and value report.
Configuring the customer portal
Enable the portal, choose which modules customers see, and set portal branding.
Inviting customers to the portal
Send a magic-link invite and set each contact’s access level.