Contact Portal
New Way/Features/Contact Portal

Contact Portal

Whitelabel the portal and manage customer, vendor, and worker access.

Contact Portal screenshots

A guided look at the screens that make this feature work.

Portal access

Portal access

Configure vendor and customer access in one screen.

Vendor setup

Vendor setup

Onboard vendors before they reach the portal.

User invites

User invites

Bring the right people in without exposing full access.

Teams

Teams

Keep people grouped by ownership and scope.

Roles

Roles

Define permissions once and apply them across the portal.

Self-service for external contacts

The contact portal gives external users access to the right self-service surface with your branding.

Portal controls

  • Branding, logo, favicon, and colors
  • Public portal URL
  • Vendor defaults and feature toggles
  • Access management from the contact record

Related features

All features
Contact Portal for Customers, Vendors, Workers, and Referrers | New Way