Hide internal columns and apply filters so that clients or suppliers only see the data that belongs to them.
Simply add an email address to the share list. The external user will instantly receive a secure link to access the portal.
By default, portals are completely locked down. External users can safely view the list without seeing sensitive internal data.
Need a subcontractor to update a status or a client to upload a document? Grant them specific permissions to add or edit items directly within their view.
The Client Portal add-on costs £19/month and includes a package of 10 external email users. You can spread these users across as many different portals as you need. Additional 5-user packages are £9/month.
No. You have complete control over the View. By using filters, you ensure that a client or subcontractor only sees the specific items assigned to them.
No. The external users only need the email invitation. They do not need to pay for a Bisio account to access the portal you share with them.