Client and Proposal Portals
PlanSync includes external portal experiences for collaboration without full internal access.Client portal
The client portal can expose selected project modules, commonly:- Drawings/files
- Issues
- Reports
- Proposals
Proposal portal
Proposal share links are tokenized and support:- Viewing proposal details
- Acceptance/decline/change request actions
- Message threads between client and team
Occupant portal
Occupant token links allow issue submission for O&M/tenant workflows.Invite and deep link flows
PlanSync includes join/open routes for:- Invite acceptance
- Email invite acceptance
- Open-from-email routing
Best practices
- Share links through trusted channels only
- Revoke/rotate tokens when exposure is suspected
- Keep module visibility minimal for each client audience