Approved for client visibility
- Their authorized locations
- Requests and files they submitted
- Approved assignment progress
- Completion information you choose to publish
Share the right information with the right client users
Give Clients Visibility Into Their Work
Give approved client participants a controlled view of requests, communication, progress, and completion information without exposing private contractor records or internal decisions.
Client visibility should be deliberate. Access begins with the client organization, authorized users, locations, and permitted records.
Client can see Authorized requests and approved progress
Your team controls Assignments, review, and what is published
Private records stay private Contractor qualifications and internal notes
What clients can see. What stays inside your operation.
Private operational information
- Your internal contractor records
- Contractor qualification records
- Internal reviewer notes
- Information belonging to other clients
Bring a client request into the operating record once
- 1
Client request
An authorized client user submits the approved information.
- 2
Operational review
Your team connects the request to the correct client, location, and internal process.
- 3
Assignment activity
The work is coordinated without exposing private operational records.
- 4
Approved update
Only the permitted progress or completion information is published back to the client.
Visibility begins with permission
Organization
A client user is associated with the correct client organization.
Location
Access can be limited to the locations that the user is authorized to view.
Record type
Requests, messages, files, progress, and completion information follow configured access.
Assignment
Client-visible activity remains connected to the underlying operational record.
Publication
Your team controls which status or completion information is approved for sharing.
Plan
Client Portal and client-visible assignment capabilities vary by plan.
Example
A regional manager follows only their sites
An approved regional client manager can follow published progress across their own locations while contractor qualifications and internal reviewer notes remain private.
Questions
What teams usually ask
Can clients browse our contractor records?
No. The Client Portal is not a marketplace and does not expose your internal contractor records.
Are all client-facing assignment features in every plan?
No. Client Portal and client-visible assignment capabilities vary by plan.
Explore Mezline
Connect the outcome to the rest of your contractor operation.
See how Mezline brings contractor records, clients, assignments, approvals, invoicing, payables, and reporting into one operating system.