Customer Portals allow hosts to share a secure link with external parties, enabling them to upload files directly into designated folders without needing a full account.
How to enable Customer Portals
Navigate to your Organization Dashboard.
Select Features and locate Customer Portal.
Click Edit and switch the toggle to On.
(Optional) Set a default link expiration period (in days).
Click Save to apply your changes.
How to enable Customer Portal in Rooms
Open your target room and navigate to Features.
Locate Customer Portal and toggle the switch to On.
How to Create Customer Portal
Within your room, click the Customer Portals tab.
Click Create Customer Portal.
Select the folder(s) where visitors should upload files. Click Next.
In the configuration window:
Enter a Portal Name.
Choose an Access Type:
Restricted: Only invited users can enter. Add the email addresses of authorized visitors.
Anyone with the link: Publicly accessible to anyone with the URL.
(Optional) Set a specific Expiration Date.
Finalize setup:
Click Create and Copy Link to share manually.
Click Create and Send via Email to invite recipients directly. (For Restricted Access)
Managing Customer Portals
Go to the Customer Portals tab in your room and find the portal you wish to modify.
Click the three-dot menu (⋮) on the right side of the portal entry:
Edit Folders: Add or remove upload folders visible to visitors.
Edit Settings: Update the portal name, access permissions, or expiration date.
Delete Portal: Revoke visitor access. (Note: Previously submitted files will remain safe in the room.)
What External Users See when Opening a Customer Portal
Restricted
When visitors open a restricted portal link, they are prompted to enter their email address and submit a one-time verification code sent to their inbox. Once authenticated, they enter the portal interface displaying the designated destination folders. From there, visitors can select or drag and drop their files and click Send to securely transfer the files directly into the room.
Anyone with the link
Visitors opening a public portal link are taken directly to the file-sharing interface without requiring verification. They simply select or drag and drop their files into the designated folders and click Send to complete the upload.
Message Host
Visitors can reach out with questions or updates at any point using the built-in chat window on the portal page. Submitting a message triggers an email notification to the host team, who can review and reply to the inquiry directly from the room's Customer Portal dashboard.
