Plus, Pro & Enterprise
Stop being the middleman for your own records.
Give each client company its own login, and say what that client is to you. A customer you inspect for sees the work and its paperwork; a client whose NDT program you run sees the program too. Either way, their own records and nothing belonging to any of your other clients.
Who it's forConsultancies whose clients email asking for records, and who would rather the client simply looked.
Included on Plus and above — see pricing.
What it does
Client Portal, in detail.
Customer or program client: you choose
A customer you inspect for sees the work and its paperwork; a client whose NDT program you run sees the program as well.
The compliance picture they keep asking for
Certification status, levels and due dates for their own technicians, and their test results if you choose to show them.
The work you do for them, and its paperwork
With Project Management, they see their scheduled jobs, approved reports and charge sheets, and can follow a released traveler step by step.
Invoices and records from the modules you run
With Ledger, the invoices you have sent them with the balance worked out. From your other modules, their own records, read-only.
Enforced in the database, not the interface
Each login is scoped by row-level security in the database, and your team's comment threads have no client view at all.
New clients send their own details
Send a private link and a new client fills in its details, contacts and certificates. Nothing is filed until you accept it.
A dated, read-only login for an outside auditor
Give a registrar or customer auditor a read-only login that ends by itself on the date you set. It works on every plan, Free included.
How it works
Day to day.
- 1
Say what the client is, then invite the contact
Choose customer or program client, then send a portal invite; they set their own password.
- 2
They see their own company
Their records only, from the modules you leave on for them.
- 3
Revoke any time
Remove access from the same place; the company's records don't change.
What a client login can and can't do
Client portal logins come with Plus and above; the dated auditor login works on every plan. Clients mostly read, writing only where the work needs them to, such as uploading a document for you to file, and they never see your Tasks, Deals, comment threads or another company's records.
Want to see it on your own program?
Tell us how your NDT program runs today and we'll show you how this fits it.