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- Client Collaboration Portal
- Who it's for
- Implementation partners
Implementation partners
Coordinate customer checkpoints across implementation projects with explicit access and decision ownership. Each connected delivery or billing system retains its own source authority. The portal does not infer acceptance from a status email.
How Client Collaboration Portal is set up for you
Project access
Grant customers only the projects and actions required for their role in the engagement.
Milestones
Request customer sign-off with evidence and keep callback success visible separately from the customer decision.
Handover
Review inactive memberships and retain decisions when an implementation moves into ongoing support.
Features to start with
Portal branding and access
Create a recognizable client workspace with explicit access to each shared project.
Project documents
Publish the right version of a document and see whether its intended recipients have acknowledged it.
Client decisions
Ask a named client approver for a decision with the relevant evidence and a traceable outcome.
Roles on the team
- Portal Manager
- Owns the client users list and access grants for one or more portal sites. The day-to-day operator of the external user lifecycle — invitations, role changes, suspensions, access reviews.
- Project Manager
- Internal Project owner. Publishes document shares, approval requests, and status updates for own projects; reads client user engagement on own projects.
- Account Manager
- Customer-success operator. Watches client engagement across an account portfolio, follows up on inactive clients, escalates disengagement risk to Project Managers and Portal Manager.
- Client User — Approver
- External client user with approval authority. Acts on approval requests routed to self; reads own portal content; participates in comment threads.
Set up Client Collaboration Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.