Controlled collaboration with your clients
Client Portal
Give approved client users a controlled place to submit information, exchange files and messages, and follow the assignment details your organization chooses to share.
Files and instructions connected
A window into approved work
Share the right information without exposing internal operations
Client-facing
What your organization authorizes
- Requests, files, and messages
- Approved assignment progress
- Completion information selected for the client
Kept private
Internal operating information
- Private contractor records
- Internal review and decision context
- Information outside the client relationship
Controlled collaboration
Give approved client users a clear place to participate
Provide separate access for each client organization and its authorized users.
Collect requests, requirements, files, and messages without exposing internal operations.
Share approved assignment status and completion information when the plan and permissions allow it.
Keep client-visible activity connected to the underlying client and assignment records.
From client input to approved visibility
Keep collaboration connected to the operating record
- 1
Authorize the client users who should have portal access.
- 2
Define which requests, files, messages, locations, and assignments they can see.
- 3
Receive client input and connect it to the appropriate operational record.
- 4
Publish approved progress or completion information without exposing private contractor data.
What a client contact can do
Follow the work for their own locations
A client contact can upload location requirements, follow approved progress, and review completion information for their own sites while the operations team keeps qualification reviews and internal notes private.
Plan and permission controls
- Client Portal access begins with Growth. Additional client-visible assignment capabilities are listed in the plan comparison.
- Your organization controls what each client user can access.
- The portal is not a public marketplace and does not expose your internal contractor records.
Give clients a controlled place to collaborate.
Reduce repeated status requests.
Protect the separation between client access and internal operations.
Questions answered
Client Portal questions
Is the Client Portal an optional add-on?
No. The Client Portal is included with Growth, Professional, and Enterprise. Growth includes portal collaboration, while broader client-visible assignment capabilities are available in Professional and Enterprise.
Can clients see private contractor records?
No. Client access is intended to be limited to information your organization authorizes for that client relationship.
Explore Mezline
Give clients a controlled place to collaborate.
Talk with Mezline Inc. about your contractor network, assignment workflow, client access, and financial review.