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.
The problem it solves
Access that is either too open or too manual slows partner programs down:Impact
Access is where most partner programs lose people. Letting a partner’s own team in, with the login they already have, is the difference between a portal with users and one with accounts.See it work
How it works
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. 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.Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.
Single Sign-On
Single sign-on for partners.
Custom Domains
Access on your branded domain.
Workflows
Trigger on a contact arriving or their access changing.