Customer Portal
Time-limited, read-only customer access links.
Share selected document and evidence registers with a customer through a time-limited, read-only link. Review link status and revoke access when needed.
What you can do
Create a customer access link
Choose the document or evidence content to share and its expiry, then copy the link shown at creation.
Review link activity
Find a customer link and review its expiry, active or expired state and recorded access count.
Revoke a link
Request revocation of a customer link through the confirmation control. A successfully revoked link no longer grants access.
Who uses it
- Teams sharing assurance information
- Customer-facing compliance teams
Things to know
- Creating a link requires edit access to every shared module; revocation requires full access to at least one shared module. The full link is shown only at creation. The customer viewer displays read-only lists and does not provide file downloads.