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Portal Access & Security
Secure by default.
Branded to match.
Behind every portal interaction is an infrastructure layer built for security, flexibility, and your brand — from login to audit trail.
How portal access works
Two access modes, one security standard — every portal session is encrypted, logged, and scoped to the right customer.
Authenticated login
Full account-based access with email and password. Customers see a personal dashboard, complete history, and all documents tied to their profile.
Token-based quick links
One-time secure links sent via email or SMS. Recipients view and act on a specific invoice or quote — no account required, no friction.
White-label branding
Your logo, colours, and domain on every portal page. Customers see your business identity, not ours — consistent with the rest of your brand.
Encryption & access controls
TLS encryption on every connection, scoped permissions per customer, and session timeouts that protect idle sessions from unauthorised access.
Full audit trail
Every login, document view, payment, quote acceptance, and file download is logged with timestamp and IP — complete accountability.
Mobile-responsive design
Portal pages adapt to any screen size. Customers pay invoices, accept quotes, and download statements from their phone as easily as from a desktop.
Two access modes, one experience
Choose per customer, per transaction — or let both coexist.
Authenticated login
For regular customers who need ongoing access. They log in once and see everything — invoices, orders, statements, and profile settings.
Token-based quick link
For one-off transactions. A secure link takes the recipient straight to a specific invoice or quote — they act on it and they're done.
Security you don't have to think about
TLS encryption on every portal connection — data in transit is always protected
Session timeouts lock idle sessions automatically, preventing unauthorised access on shared devices
Each customer only sees their own data — scoped permissions prevent cross-account visibility
Token-based links expire after use or after a configurable time window
Every portal action is logged with timestamp and IP address — full audit trail, always
Role-based controls on your side determine what each customer can see and do
Your brand, front and centre
Every portal page reflects your business — not a generic software vendor.
Related features
See portal security in action
Book a demo and we'll walk you through both access modes — authenticated login and token-based quick links — with live branding and audit logs.