Full control. Full visibility.
Keep your team accountable, your permissions tight, and your clients heard — with user management, fine-grained roles, an immutable audit trail, and a built-in helpdesk.
Onboard and manage your team securely.
Add team members with email invites, assign them roles, and manage access from a single dashboard. When someone leaves, revoke their access instantly — no hunting through settings or contacting support.
- Email-based invites with automatic role assignment on accept
- Instant deactivation — revoke access in one click, effective immediately
- Full account history per user, including last login and activity
Sarah M.
sarah@…
James K.
james@…
Lisa R.
lisa@…
Tom B.
tom@…
Fine-grained permissions for every job function.
Create roles that match exactly how your business operates. Admins see everything. Staff see what they need. Viewers can monitor without making changes. Every permission is independently configurable per module.
- Three default roles — Admin, Staff, Viewer — all fully customisable
- Per-module toggles — one role can read invoices but not create or edit them
- Role changes apply instantly across all active sessions
Every action logged. Nothing hidden.
An immutable audit trail captures every create, update, and delete action across your Portal account — who did it, to which record, and exactly when. Essential for compliance, accountability, and resolving disputes.
- Logs every action across all modules — bookings, invoices, users, and more
- Immutable records — entries cannot be edited or deleted, even by admins
- Filter by team member, module, action type, or date range
Sarah M. created INV-20240428-A3F2
Today · 14:23
James K. updated Booking #45
Today · 11:05
Lisa R. deleted Product "Trial offer"
Yesterday · 09:42
Tom B. invited new team member
2 days ago · 16:12
A built-in helpdesk for your clients.
Give clients a direct channel to raise issues without phone calls or scattered emails. Tickets are triaged, tracked, and resolved inside Portal — so your team has full context on every request alongside the client's booking and invoice history.
- Clients submit tickets via a public support form — no account needed
- Priority levels (High, Medium, Low) help your team triage the queue
- Each ticket is linked to the client's CRM record for full context
Can't access invoice PDF
Login error after update
Feature request — exports
2
Open
1
In progress
11
Closed
Run a tighter operation.
Portal's management tools give you the control and clarity to scale your team without losing accountability.