01
Customer portals
Share requests, status, documents, invoices, and next actions without another email thread.
Build
Path feature guide
Give every audience the right window into the work.
Create secure, focused experiences for customers, partners, vendors, investors, or candidates.
Product screenExample data
portal.your-domain.com
Customer portalNorthline
Client portal
Maya Chen
Welcome back
Riverside expansion
Project status, approvals, and shared files.
Construction progress72%
Design
Permits
Build
Shared documents
August progress report
PDF · Updated today
Approved project budget
XLSX · Updated Aug 28
Site plan revision 4
PDF · Updated Aug 24
What this makes possible
Start with the work, then shape the system.
02
Partner workspaces
Coordinate orders, projects, referrals, or approvals with outside collaborators.
03
Investor experiences
Present selected reporting, documents, updates, and portfolio context in one place.
How to approach it
A practical starting path.
The exact implementation depends on your data, permissions, operating model, and connected systems.
- 01
Choose the audience
Define who can enter, what they need, and what must remain internal.
- 02
Set the boundary
Map roles, permissions, account separation, and the source of each visible record.
- 03
Design the next action
Make it obvious how a visitor reviews, uploads, approves, pays, or asks for help.
Customer proof
See it in a real business.
Customer stories are shown only where the published story names a related Path capability.
Keep exploring
Related systems and capabilities.
Build your version.
Start with one useful workflow, then connect the rest as the system proves itself.