Plan controlled
The customer_portal feature is centrally licensed to the subscribing company.
Expose selected service information and documents to customers while retaining company-level licensing and user-level permission controls.
SiteTools features are designed to connect rather than become standalone data silos.
The customer_portal feature is centrally licensed to the subscribing company.
Tenant permissions still determine what each portal user is allowed to see or do.
Portal-user limits form part of the effective company entitlement.
Customer records can be scoped to the relevant company, site or service relationship.
Make approved records available without exposing internal operational data.
Keep access and operational changes within the wider tenant security model.
SiteTools is designed so customer-facing information can originate from controlled tenant records rather than copied documents held elsewhere.
Explore the platform around the way your team plans work, attends sites and manages evidence.