Carbon
Business feature— included with the Business plan on Carbon Cloud. If you'd like to self-host this feature, you need a commercial license. Licensing →

Customer portal

Paid

A standing, read-only link where a customer watches their open orders and shop-floor progress, no Carbon account needed.

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.

Creating a portal

One portal per customer, each with its own private URL.

Open Sales → 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.

NOTE

One portal, one customer

A portal is scoped to a single customer record: it lists that customer's orders and nothing else. Files attached to their job operations can be downloaded from the portal, limited to the customer's own jobs and rate-limited per visitor.

Digital quotes
The customer-facing bookend before the order: accept or reject a sent quote.
Sales orders
The orders and statuses the portal reflects.
External sharing
How Carbon's private links work across quotes, supplier requests, and SCARs.