Business operations

Customer portal

Give customers a place to see reports and status without inbox archaeology.

Audience: Account manager

Demo video

Live click-through recording from the Nimvolt app. Clip and share on social when ready.

Screenshots

customer portal screenshot 1
Primary screen for this feature
customer portal screenshot 2
Related workspace view
customer portal screenshot 3
Supporting screen from the Nimvolt app

How to use it

  1. Enable portal for the customer account.
  2. Invite customer users with view permissions.
  3. Publish signed reports to the portal.
  4. Customers download evidence when their auditor asks.

Tips

  • Keep portal users read-only unless they must upload.
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