Portals in Tribe give your customers secure access to their own information, such as invoices, quotations, or support tickets. They help reduce manual communication by allowing customers to view and manage data independently, at any time. You might use portals when you want to improve customer self-service while keeping information safe and centralised. By following this guide, you will understand what portals are, which types are available, and how to invite or remove customer access.
Table Of Contents
What Does A Portal Do?
Why Or When Should You Use A Portal?
Which Standard Portals Are Available?
How Do You Invite A Customer To A Portal?
Where Is A Portal Displayed?
How Do You Block Access To A Portal?
What Does A Portal Do?
A portal is a secure website linked to Tribe where your customers can log in to view or update their own data. The information shown in a portal comes directly from Tribe and is only accessible to the logged-in user. Depending on the portal type, customers may view documents, submit requests, or check the status of ongoing items such as support tickets.
Why Or When Should You Use A Portal?
Portals are useful when you want to give customers more control over their information while reducing emails and phone calls. They allow customers to access their data outside office hours through a secure connection. This supports clearer communication, improves customer satisfaction, and simplifies internal processes by keeping information in one place.
Which Standard Portals Are Available?
Tribe provides several standard portals that are ready to use once the relevant modules are active. The available portals depend on which modules are enabled in your environment. The standard portals include:
Support Portal
Invoicing Portal
Quotation Portal
Each portal has its own functions, which are explained in separate articles.
How Do You Invite A Customer To A Portal?
Only users with administrator rights can invite contacts to a portal.
Open the contact’s record.
Scroll down to the Portals widget in the left-hand details column.
Review the available portals listed in the widget.
Click Invite next to the portal you want to grant access to.
Check the contact details, especially the email address, and select Save.
The contact receives an email invitation. After clicking the link and creating a password, they can log in and access their portal.
Where Is A Portal Displayed?
Portals are accessed through a secure login page. After logging in, customers see a header and one or more tabs related to the portals they have access to, such as Support, Invoicing, or Quotations. Navigation is organised by these tabs, making it easy for customers to find their information.
Note: If you use the Tribe Creator edition, you can customise the portal header with your own logo and colours, and add custom pages.
How Do You Block Access To A Portal?
You can revoke portal access for a contact at any time.
Open the contact’s record.
Scroll down to the Portals widget in the left-hand details column.
Click Manage next to the portal you want to block.
Select Delete to remove access.
Repeat these steps for any other portals you want to revoke.
Quick Summary
Portals in Tribe allow customers to securely view and manage their own data online. Administrators can invite contacts to specific portals and control access at any time. Using portals helps centralise information, reduce manual communication, and support customer self-service.