Customer portal
Customers see only what they need to do: tasks, forms, documents, messages, and approvals. No logins, no VPN.
What the customer sees
The portal is available on its own subdomain (e.g. onboard.your-brand.com) or on the default {tenant}.pegalio.com. Customers sign in via a magic link — no passwords needed. Once signed in, they see:
- A list of open tasks with priorities and due dates.
- Active forms to fill out.
- Documents awaiting approval.
- A message feed (internal comments are hidden).
- Approvals — anything that needs a signature.
Branding
Settings → Branding lets you configure:
- Logo
- PNG or SVG, up to 1 MB. Dark and light versions for the matching themes.
- Colors
- Primary, accent, and surface. The palette is validated against AA contrast.
- Font
- Sans-serif (default), serif, or mono. Google Fonts are supported.
- Domain
- A custom CNAME. TLS is issued automatically.
- Favicon
- 32×32 ICO, PNG, or SVG.
Magic links and sign-in
When a customer is invited to a project, they receive an email with a one-time link. The link is valid for 24 hours. After signing in, the browser gets a session cookie (HttpOnly, Secure, SameSite=Lax) that lasts 30 days, so the customer doesn't have to enter their email every time.
If a customer's email is compromised, revoke all of their sessions in Customer → Sessions → Revoke all. The action is recorded in the audit log.
Hidden internal comments
Messages have an Internal toggle. Internal messages are visible only to the implementation team — the customer never sees them in the portal or by email. Use it to coordinate between a manager and an engineer without losing context to Slack.
Customizing the customer dashboard
You can add blocks to the customer's dashboard: the next milestone, the manager's contact info, a link to a runbook, an FAQ. Configuration lives in the project template or per customer.