Client and Partner Portal
Give clients and partners an account-bound portal with magic-link login, Access assignment, and a public-safe advisor separate from employee browse.
Client and Partner Portal lets an admin bind an external user to a CRM account, assign the client or partner persona on Access, and send a magic-link sign-in. Portal users are not employees: they do not get staff browse or just-in-time employee, and generate, decks, media, and feature requests follow a locked matrix.