Portal Access decides who gets into your partner portal and what they see once inside - flexible sign-in, invites, and segment-based visibility, all without engineering.
What it does
Portal Access controls the front door to your partner program. You choose how partners log in, whether that is an email magic link, social sign-in, or their own identity provider through SSO, and you decide who can get in: invite specific people, or let anyone from a trusted partner’s email domain join automatically. Once partners are in, segment-based visibility lets you show or hide portal tabs so each partner sees only what is relevant to them. This keeps onboarding low-friction for partners while giving your team control. The right people get access quickly, sensitive areas stay restricted, and large partner organizations can self-serve access without you provisioning every user by hand.The problem it solves
Access that is either too open or too manual slows partner programs down:- Provisioning every partner by hand is slow → Let anyone from a partner’s email domain join automatically.
- Partners want their own login → Offer SSO so partners sign in with their identity provider.
- Everyone sees everything → Restrict portal tabs to specific segments.
- Onboarding has too much friction → Invite partners with a simple, low-friction sign-in.
From problem to solution
Portal Access balances ease and control. Pick the login methods that suit partners, invite or domain-allow the right people, and use segments to tailor what each partner sees. Partners get in fast; your team keeps the program secure and relevant.Use cases
Flexible sign-in
Offer magic link, social login, or SSO.
Self-serve access
Let partners from a trusted domain join automatically.
Targeted visibility
Restrict tabs so partners see only what is relevant.
Controlled invites
Invite specific people to a partner portal.
Impact
- Low total cost of ownership - Ops configures access and visibility with no engineering.
- Work where you already are - SSO lets partners sign in with the identity they already use.
Who it’s for
Partner Operations
Configures login, invites, and visibility.
VP Partnerships / CPO
Wants secure, low-friction access for partners.
Works with
Single Sign-On
Single sign-on for partners.
Custom Domains
Access on your branded domain.
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.