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Customer portal

The verification portal gives your customers a read-only view of jobs, compliance evidence, and approved hours at their linked sites — without full operator access.

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Who uses it

  • Operators invite portal users from a customer record (Portal access)
  • Customers sign in at /portal and browse linked sites and jobs
Invitation emails are sent when portal users are created (when email delivery is configured).

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What customers see

On the portal home (Verification portal):
  • Linked sites and jobs visible counts
  • Recent jobs list
  • Download compliance pack for a date range (when permitted)
On a job (/portal/jobs/:id):
  • Compliance PDF / evidence when available
  • Approved hours (including capture method such as kiosk or supervisor-approved)
  • Option to acknowledge completion when that flow is enabled
Empty states appear when evidence or execution is still pending.

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Access states

  • Suspended — portal access suspended for the organisation or user
  • Unavailable — portal cannot load (configuration or access issue)

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Tips for operators

  • Link locations to the customer before inviting portal users
  • Keep jobs completed and packs ready so customers are not staring at “pending” empties
  • Use portal packs for customer assurance; use the org Compliance hub for regulator-facing exports