Customer portal
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.
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Share documents in the portal
Publish client-safe documents, link deliverables, and keep internal notes separate from stakeholder-facing content.
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Submit and track requests
How clients submit requests, how agencies triage them, and how status stays visible without extra meetings.
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