Share client and vendor information through portals
Give external people a reviewed view of the information intended for them.
Check availability
Public portal access requires an eligible plan and the relevant record permission. Trial preview access is not permission to publish a live external portal. External portal access is separate from an internal workspace seat.
Prepare the share
Open the client or vendor sharing controls where offered. Review the linked event and the records that will be visible. Confirm the recipient and any expiry or access settings offered before sharing the link.
Maintain the shared view
Review the portal after changing documents or financial information. Revoke or disable the link when the engagement ends or the recipient should no longer have access. Do not share internal notes or attendee details simply because a portal supports files.