Share work through the job portal
Give external users controlled access to the information intended for them.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open the relevant job and confirm the external audience.
- Generate or select the secure portal path.
- Check the visible information before sharing.
- Send the access link using the approved contact method.
- Remove or replace access when the purpose is complete.
Good practice
Portal access should expose the minimum information required for the task.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.