01 · Project & Professional-Service Software

Client Project Portal

A secure client view of the progress, documents and decisions relevant to their project.

Clients often need to review a deliverable or answer a question without seeing the internal project workspace. A portal provides that controlled view. It helps project teams keep external comments and decisions attached to the relevant milestone instead of distributing versions through several email threads.

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02

What it manages

The portal can show agreed milestones, deliverables, requests for information and approval records. It is narrower than an internal project hub: customers should see the information they need, while internal staffing, margins or unapproved notes remain restricted.

03

How it works in a business

The project team shares a deliverable or status update through the portal. The client reviews it, adds permitted comments or submits an approval. The response returns to the internal workflow, giving both sides a record without searching several email threads.

04

What SFn can customise

SFn can configure client invitations, document access and approval actions. A project-delivery system can supply the underlying records. Account isolation, expired links and changes in client representatives need tests before confidential project files are shared.

05

Related & next step

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