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The customer portal provides read-only access to one customer’s work. It shows sales-order line status, buyer and engineer contacts, order and due dates, part number and revision, completed and shipped quantities, and per-operation job progress. Customers cannot modify data in the portal.

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Creating a portal

Open Sales → Configure → Portals and create a portal for the customer. Copy the private URL from its row and send it to the customer contact. The link does not require authentication. Treat it as a credential and share it only with authorized recipients.