Client Cabinets (Panels)
Personal cabinets for your clients: access to projects, documents, and statuses.
Cabinets — personal panels for clients or partners: a person logs in via an invitation and sees only their own information.
Where to find it
Marketing module → Client Panels / Cabinets (…/cabinets).
How it works
- Create a cabinet template — which sections the client sees (projects, documents, statuses, files).
- Invite the client — they receive a link (
/cabinet/accept), register, and access their cabinet. - You manage the content from the ERP; the client sees updates on their end.
Typical scenarios
- A construction contractor shows the client the progress of a project;
- An agency gives the client access to mockups and revisions;
- A B2B partner sees their orders and documents.