Client portal

Build a client portal without a developer.

Your clients follow the progress of their projects in a read-only interface, drawn from your team's base. You choose the pages each one sees and the filters they cannot change.

  • Your guests view for free: they don't count towards the bill
  • The same data as your team, no double entry
  • Hosted in Europe, outside the Cloud Act
How it works

Three steps, not a line of code

1

Choose what each person sees

Build an interface from blocks, then choose the groups of pages open to each guest.

2

Invite your clients

An invitation by email: they sign in with a code received by email, no password to remember.

3

They view

Progress, lists and dashboards, up to date with your team's base, read only.

Confidentiality

Each client only sees their own data

Filtering happens on our servers, not in the browser: a guest only receives the pages opened to them, a public link only the records of its filter, even if someone tampers with the address.

Your base · Projects
Supplier portalGroupe Arvel
Website redesignDelmas & Fils
Brand guidelinesGroupe Arvel
IntranetMaison Lumen
Filtered on the server
Groupe Arvel's portal
Supplier portalIn progress
Brand guidelinesTo approve

Sign-in with a code

Your guests sign in with a code sent by email: no passwords to manage.

Pages per guest

Each guest sees the groups of pages you open to them, and nothing else.

Protected public links

One link per client, with a password, an expiry date and a number of views per day.

Fixed filters

On a public link, you set the page filters: the client only sees their own records.

Guests free

Your clients who view don't pay, however many there are.

Public forms

For a request or some information, a form shared by link feeds your base directly.

Examples

A portal for every relationship

Client portal: what are the options?

Three ways to give your clients access. Our view, including when it isn't Rangee.

CriterionCustom developmentDedicated portal softwareNo-code base with a portal
Time to set upSeveral weeksA few daysA few hours
Upfront costHighSubscription, often per clientIncluded in the subscription
Data linked to your toolsTo be developedImport or connectorsSame base as your team
CustomisationCompleteLimited to the productBroad, without code
MaintenanceA developerThe vendorThe vendor
Ideal forA very specific needA single standard useData already managed in-house

Custom-built

Relevant if your portal is your product, or if your business rules are very particular.

Dedicated software

Good for a standard, standalone use, if your data already lives in that tool.

A no-code base

The fastest when the team already manages its projects or files in spreadsheets.

Frequently asked questions

Another question? Write to us.

Do my clients need to create an account?

No. You invite them by email and they sign in with a code received by email. For access without signing in, share a password-protected public link.

How much does a client portal cost?

Guests and visitors to a public link are not billed, however many there are. The Free plan includes 5 interfaces, the Pro plan an unlimited number.

Can my clients change data?

No: a guest has read-only access. To receive information, share a form; an outside person who needs to change data gets a paid seat.

Is it GDPR compliant?

The data stays in the European Union, with European subprocessors, and a DPA is available. You remain responsible for the data you share.

Other features

Your client portal, this week.

Start from your existing projects: import your file and open access to a first client.

French companyHosted in EuropeOutside the Cloud Act