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Portals

Give your team and your clients the right view of your data.

Portals
A branded Kinabase portal for Engineering Projects.
EXTEND YOUR REACH

One platform, two audiences

Create secure, branded portals for your team and for external users. Collect updates internally, then share the right jobs, documents, and progress updates with clients and partners.
Give stakeholders secure access - simply with a link

  • Internal portals for your team

    Give field teams, warehouse staff, and remote workers a focused place to view jobs, complete forms, and update records on the go.

  • External portals for clients and partners

    Let clients, suppliers, and partners sign in with their email to check progress, download documents, and complete actions online.

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PORTAL FLOW

How portals connect your team and your clients

Use one set of data behind two tailored portals: one for your team to collect and manage information, and one for external users to see the updates that matter to them.

1

View and collect data on-site

Your team sees relevant data, completes forms, and updates records through an internal portal.
2

Process the work

New information updates your system, moves workflows forward, and alerts the right people.
3

Share the right view

Each external user sees only the jobs, documents, or progress updates that relate to them.
4

Keep everyone on the same page

Clients and partners can check progress, approve work, and share information via their portal.
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BENEFITS

Portals let you...

Collect data in the field

Give your team forms and checklists they can complete on-site from a phone or tablet.

Keep clients informed

Give clients a clear view of project progress, inspection results, and shared documents.

Control what people see

Show each user only the jobs, orders, documents, or updates relevant to them.

Simplify client access

Let external users sign in with a simple email code, with no Kinabase account to set up.

Trigger actions from the portal

Let users submit forms, approve work, upload documents, and confirm next steps.

Brand the experience

Add your logo, custom domain, and welcome message to make each portal your own.
Internal portal with site inspection form filled in
COLLECT DATA ON-SITE

Internal portals for field teams

Give field engineers, sales staff, and remote technicians a mobile-friendly portal to view jobs, complete forms, and update records.
Collect data on the go, from wherever the work happens

  • Mobile-ready forms

    Engineers can complete inspection checklists, log site visits, and capture notes directly from a tablet or phone.

  • The right view for each team

    Give each role a portal that fits their work, so engineers see job sheets and warehouse staff see stock and deliveries.

  • Flexible portal interface

    Build and adjust portal screens yourself, with no app development work or redownloads required.

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External portals

External portals for clients and partners

Give clients, suppliers, and partners a secure place to check progress, download documents, and complete actions online.

Client portals

Let clients check project progress, see inspection results, approve work, and download reports from one branded portal.

Supplier portals

Give suppliers a simple way to view purchase orders, confirm delivery dates, and submit invoices without entering your full system.

Partner access

Share the stock levels, project details, or documents a partner needs, while keeping the rest of your data private.

Forms and sign-offs

Collect requests, feedback, signatures, and updates through forms that send information straight back into Kinabase.

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Ready to open a window into your data?

Create branded portals for your team and your clients in minutes.
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FAQs

Frequently asked questions

Do external portal users need a Kinabase licence?

No. External users can sign in with a simple email code, so they do not need their own Kinabase account or licence. You can invite clients, suppliers, and partners into a portal without adding them as full users in your system.

Are Portals included in my plan?

No. Portals are an add-on feature that you can purchase on top of your existing Kinabase plan. Standard Portals start from £200/month, for a set amount of users.

Can I control exactly which data each portal user sees?

Yes. You can decide what each portal user is allowed to see. For example, a client can see only their own jobs, documents, and progress updates, while a supplier can see only the orders or tasks that relate to them. You can also hide specific details when needed.

Can I brand my portal with our company identity?

Absolutely. You can make the portal look like part of your business by using your own logo, colours, fonts, web address, and welcome message. If you run more than one portal, you can give each one its own branding.

What is the difference between an internal and an external portal?

Internal portals are for your own team, while external portals are for people outside your organisation such as clients, suppliers, and partners. Your team signs in through Kinabase, and external users sign in with a simple email code. Both give people a tailored view of the information relevant to them.