Skip to main content

Client portal

A client portal is a token-gated page (stratumly.com/portal/{token}) that shows a project's dashboard, files, and activity feed to someone who has no Stratumly account. The token in the URL is the entire credential, so anyone with the link can view the page. No login, no install, no spend on the recipient's side.

Use the portal when:

  • Your customer manages the asset themselves but wants to see progress updates.
  • You want to share project status with a stakeholder who will never need to edit anything.
  • You want a clean link to drop in an email rather than a Stratumly invite they have to action.

Create a portal​

  1. Open the project.
  2. Click Client portals in the page header (OWNER or ADMIN only).
  3. Click + New portal.
  4. Fill in:
    • Name: an internal label so you remember which portal is which.
    • Recipient email (optional): used for the auto-upgrade flow if the recipient later signs up for a Stratumly account.
    • Expires (optional): Never, 7 days, 30 days, 90 days, or a custom date.
  5. In Modes, choose what the portal exposes:
    • Dashboard: pick one or more project-scoped dashboards to render.
    • Files: show the project's files list with download links.
    • Activity: show the activity feed for this project (work-order events, form submissions).
  6. Click Create.

A success screen shows the portal URL. Click Copy URL and paste it into an email to the recipient.

Share the portal URL​

The URL is of the form https://stratumly.com/portal/{token} where {token} is a 32-character random string. The token is the credential, so:

  • Anyone with the URL can open the page.
  • The URL is not enumerable; there is no way to "guess" a token.
  • Treat the link as you would a password — share it with the intended recipient, do not post it publicly.

See portal usage​

The Client portals modal shows per-portal:

  • Last viewed: a relative timestamp, blank if never opened.
  • Views: total count of dashboard / files / activity loads.
  • Bytes served: total data served for billing purposes.
  • Expires: the expiry date if set.

Rotate the token​

If a link leaks, you can rotate the token. The old URL stops working immediately; you generate a new one to share with the legitimate recipient.

  1. Open Client portals.
  2. Find the portal row.
  3. Click the rotate icon.
  4. Confirm. A new URL is shown; copy it.

Revoke a portal​

  1. Open Client portals.
  2. Find the portal row.
  3. Click the trash icon.
  4. Confirm.

The URL returns the canonical "This link is no longer active" page on the next request. There is no way to undo a revoke; a re-created portal gets a new token.

What recipients see​

A recipient who opens the URL sees:

  • A header with the portal name and project name, plus an optional attribution chip (e.g. "Managed by Glendale").
  • Tabs for each enabled mode (Dashboard / Files / Activity).
  • The active tab's content, served live from the project.

There is no login button, no signup prompt, no Stratumly branding push beyond the wordmark. The page sets robots: noindex, nofollow so portal URLs are not search-indexed.

If the token is revoked, expired, or unknown, the recipient sees a single canonical message: "This link is no longer active. Please contact the organisation that shared it with you." All three failure states return the same response so a visitor cannot use the page to enumerate which tokens are live.

What next?​