# Client portal and sharing

> Cablefolio gives each customer their own read-only portal — their sites, what is installed, checklists and sign-offs, photos, and reports — and lets the team share a report or a single login by a link.

- A portal sign-in for each customer, limited to their own records, that takes no seat
- Service requests raised in the portal and answered by the team
- Read-only share links to a property’s report that expire and can be revoked
- One-time secret links and credential requests instead of logins sent by email

## A portal your customers can use

A client account reads that one client’s record: properties, what is installed room by room, contacts, checklists and their sign-offs, photos, and the report as a page, a PDF, or a Word document. Its copy of the report leaves out the team’s internal notes, files, access details, and credentials. There is no search, no tree, and nothing from any other client. Portal sign-ins never take a staff seat.

## Requests and logins, without email

Customers raise service requests in the portal and read the team’s replies there. When the team needs a login only the customer holds, it asks in the portal; what the customer sends is encrypted the moment it arrives and filed for review.

The other way round, a manager can send one stored login by a **one-time link** that lives up to seven days, asks before it shows anything, and shows nothing once opened. Link previews in chat apps and email cannot use it up.

## Share a report with anyone

A share link gives someone without an account — a landlord, an inspector, another trade — a read-only copy of one property’s report until it expires (thirty days at most) or is revoked. Each link shows when it was opened and how often. Notes, access facts, files, and checklists are always left out.

## Questions and answers

### Do client portal users count as seats?

No. Client portal sign-ins never take a staff seat on any Cablefolio plan; the portal is part of the Pro and Business plans.

### What can a customer see in the client portal?

Their own properties, what is installed, contacts, checklists and sign-offs, photos, service requests, and their reports. They never see the team’s internal notes, files, access codes, credentials, or any other client.

### How do one-time secret links work?

A manager sends one stored login by a link that expires within seven days. The page asks before revealing anything, shows the username and password once, and then shows nothing; preview bots cannot spend it.

## How-to guides

- [The client portal](https://cablefolio.com/help/client-portal/)
- [Reports and sharing](https://cablefolio.com/help/reports-and-sharing/)
- [Accounts and security](https://cablefolio.com/help/accounts-and-security/)

## Related features

- [Reports and handover](https://cablefolio.com/features/reports/): Customer sign-off on site, and branded HTML, PDF, and Word as-builts from the live record.
- [Credential vault and security](https://cablefolio.com/features/security/): Roles, per-client limits, MFA, an encrypted credential vault, and a full audit log.
- [API and webhooks](https://cablefolio.com/features/api-and-webhooks/): Scoped API tokens, an OpenAPI reference, signed webhooks, and imports from common tools.