Customer Portal
The Customer Portal gives external stakeholders — clients, partners, end users — a read-only window into the tickets they submitted or that are relevant to them. They don’t need a Collabase account.Enabling the portal
- Open the project → Settings → Portal
- Toggle Enable Customer Portal
- Configure the portal name and welcome message
- Copy the portal URL to share with your customers
What customers see
The portal shows only tasks tagged to the requesting customer’s organization or email domain. Customers can:- View ticket status, priority, and last update
- Read comments posted as Public (private comments are hidden)
- See file attachments marked as public
- Submit new tickets via the portal form (if enabled)
Portal form
Enable the portal submission form to let external users create new tasks without logging into Collabase:- Settings → Portal → Enable Submission Form
- Configure which fields to show (subject, description, priority, attachments)
- Set the default task type for portal submissions
- Optionally require email verification before submission
PORTAL.
Comment visibility
When commenting on a task, choose Public or Internal:| Visibility | Portal customers see | Team members see |
|---|---|---|
| Public | ✅ Yes | ✅ Yes |
| Internal | ❌ No | ✅ Yes |
The portal URL is not authenticated. It uses a Space-scoped token to show only the tasks relevant to the visitor. Ensure your portal does not contain sensitive information in public comments.