Guide 16 · Documents and customers
Customer portal
Your customer checks the progress of their projects and approves deliverables, without seeing costs or internal information.
Guide sheet
- Guide
- 16 of 17
- Area
- Documents and customers
- For
- End customers and account managers
Access
The customer signs in with their company email through a magic link, with no password.
What the customer sees
- Their active and completed projects.
- A simplified schedule with contractual dates and milestones. Internal tasks stay hidden.
- Selected assemblies and parts: name, code, quantity, material and approved image.
What the customer never sees
Manufacturing costs, margins, supplier names, internal purchases, operator times or confidential tasks.
Approving deliverables
The customer signs and accepts dimensional reports, first samples or released parts from the portal.
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