User guides
Start with your first portal workflow for a walkthrough from client setup to invoicing. These guides cover individual tasks for your team and clients.
Choose your role
Authenticated portal user
Read role-aware dashboard cards and continue work in the active organization.
How permissions affect the interface
Customer Portal combines an active organization with the user’s role and feature-specific capabilities. A route may exist without appearing in a person’s menu when that person has no relevant work or permission.
- Organization owners and administrators configure the workspace and receive every timesheets action.
- Members can read, create, update, and submit time when time registration is enabled for them.
- Internal approvers see weeks assigned to them.
- Client reviewers see only supplier workspaces and submitted time for which they have access.
- System administrators receive the platform’s standard administrative bypass.
System administration is installation-wide and especially sensitive. Use Administer the portal for those workflows rather than treating an organization administrator as a system administrator.
If a guide mentions a control you cannot see, first confirm the active organization, your organization role, and the relevant workspace capability.
Example extension
If your portal includes the optional Service Requests module, see use the Service Requests example. Developers can study its implementation alongside the module creation guide.