Customer portal

A self-service side your customers will actually use.

A branded portal where customers see their own tickets, reply, raise new requests, browse your knowledge base, and approve requests, all without emailing you to ask "what's the status?"

What customers see

Their requests, their knowledge, their approvals, all in one place.

Customers log in to a portal that looks like your brand, not ours. They see every ticket they've raised, or, if they're a manager, every ticket raised by their whole organisation. They can reply directly from the portal, track status, and raise new requests using the forms you've built for them.

  • Ticket list scoped to the individual customer or their whole org
  • Reply to tickets directly from the portal, no email required
  • Raise new requests via audience-scoped forms
  • Browse audience-scoped knowledge articles
  • Approve or reject requests from the portal or by email
See the Cases portal ("my matters")

Customer portal

  • Renewal question TCK-1044 Open
  • New user setup TCK-1039 Pending
  • Invoice #4821 TCK-1031 Solved
  • Budget sign-off Awaiting you Approval

Tenant branding

It looks like your business, not like generic support software.

Upload your logo, set your brand name, pick your colours, and choose a light or dark theme. That branding carries through every portal page, every public form, and every invite and verification email your customers receive. To them, it's your product, not Sysflows.

  • Your logo and brand name on every page
  • Custom primary colour and theme applied platform-wide
  • Branding carries to public forms and invite emails
  • Responsive design on all devices
  • No "Powered by Sysflows" watermark on paid plans

Portal settings · branding

  • Logo acme-logo.svg Uploaded
  • Primary colour #0057B8 Set
  • Theme Light Selected
  • Portal title Acme Co Help Saved
Brand applied ON
Powered-by watermark OFF

Everything the portal includes

Included on every Sysflows plan, no portal add-on required.

Ticket self-service

Customers see every ticket they've raised, with the full conversation thread. They can reply directly from the portal. Managers see all tickets for their organisation, not just their own.

Audience-scoped forms

Publish intake forms specifically for portal users. Different audiences can see different forms, so enterprise clients see a different request menu to small-business customers, if that's how you want it.

Audience-scoped knowledge

Customers can search and browse the knowledge articles you've made available to them. Scope articles by audience so internal guidance stays internal and customer-facing content stays clean.

Approvals in the portal

When a workflow requests a customer approval, the pending request appears in the portal. Customers can approve or reject from there, or click the one-click link in the email notification, with no login required for the email path.

Portal identity & onboarding

Three ways to get customers into the portal: invite by email, open signup with an allow-listed domain, or domain-join (anyone from your customer's company gets access automatically). Org-admin users can manage their own team's access without involving your staff.

Org-admin self-service

Customers with manager roles can invite their colleagues, adjust member roles, and see their organisation's full ticket history, without raising a ticket to ask you to do it for them.

Running long-lived engagements? The Cases feature adds a "my matters" portal view where clients track a full case, with every linked ticket, file, and approval under one matter reference, not just individual tickets. See how Cases work

Common questions

Can customers see each other's tickets?

No. Customers see only their own tickets by default. Manager-role users within an organisation can see all of their organisation's tickets, but they cannot see tickets from other organisations.

Does the portal look like Sysflows to my customers?

No. You upload your own logo, set your brand name, and choose your colours. The portal carries that branding throughout: on every page, on the public form, and in all invite and verification emails. On paid plans there is no Sysflows branding visible to your customers.

What happens if a customer doesn't want to log in?

Customers can still reply to tickets by email without ever logging in. The portal is an additional option, not a replacement for email. Approval requests sent by email include a one-click approve/reject link that works without a portal login.

How do customers get portal accounts?

Three ways: you invite them by email, they sign up themselves (if you enable open signup), or they join automatically because their email domain matches a domain you've allowed for their organisation (domain-join). Org-admin users can also invite colleagues directly, without you being involved.

Is the portal included on every plan?

Yes. The customer portal is included on Starter, Growth, and Pro. There is no portal add-on. The number of portal users is not capped per plan; only your agent seats affect the price.

Give your customers a self-service side that actually works.

No credit card. 14-day full trial.