Customer portal
The Customer Portal is the read-only delivery surface for approved content. It lives at/portal, outside the main dashboard sidebar.
Use the portal when you need to confirm what customers can actually read after your team publishes approved findings, report sections, or full reports.
How publishing reaches the portal
Dashboard users prepare content in the report workspace and on finding detail pages. Publishing creates immutable snapshots; draft workspace edits do not appear in the portal until you publish again.Portal home
On/portal, you see engagement cards for work that has at least one published item. Each card shows:
- customer name
- engagement title
- count of published items