link
Dedicated URL for your company
Each company gets its own personalized web address. Your contacts access with a simple, professional URL.
language
Client & Employee Portal
Give your contacts dedicated access: clients, suppliers and employees can view their data independently.
Everything You Need
person_add
Invitations from the management system
Invite contacts directly from the contact page with one click. Track invitation status with color-coded badges.
login
Login with email or Google
Your contacts can register with email and password or with Google. Automatic linking to the correct profile.
auto_awesome
Automatic linking
Upon registration, the system automatically recognizes whether the user is an employee, a client or a visitor.
security
Complete separation
Portal data is completely separate from the management system. Dedicated JWT tokens, controlled access, zero risks.
palette
Custom branding
Your company's logo, colors and name. The portal reflects your corporate identity.
modules.pages.benefits_title
- check_circle Reduce information requests: clients and employees find everything on their own
- check_circle One-click invitations directly from the contact page
- check_circle Status badges to monitor who has registered and who hasn't
- check_circle Secure access with email verification and Google authentication
- check_circle Automatic linking between portal account and management system contacts
- check_circle Zero server configuration: the portal is already integrated in the infrastructure
modules.pages.faq_title
How do I activate the portal? expand_more
Go to Settings > Portal and configure the slug (the identifier in the URL). From that moment, the portal will be online and you can start inviting contacts.
How do I invite a contact? expand_more
Open the contact page and in the sidebar you'll find the 'Portal' card. If the contact has an email, click 'Send portal invitation'. They'll receive an email with a registration link.
What does the contact see on the portal? expand_more
Phase 1: company public page, login/registration and personal dashboard. Coming soon: invoices, quotes, self-service leave requests and timesheets.
Is the portal data separate from the management system? expand_more
Yes, completely. Portal users have separate accounts with dedicated JWT tokens. They cannot access the management system and vice versa.
Can I see who has registered? expand_more
Yes, from the contact page the status badge shows whether the contact is verified, registered, invited or not yet invited.