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Here's what's happening in TechCorp Inc.
Support Tickets
6
open of 7 total
Projects
3
active of 3 total
Pages
4
shared with you
Recent Activity
Real-time Collaboration Engine
completed task 'Setup WebSocket server'
API rate limiting errors
opened a new support ticket
API rate limiting errors
replied to support ticket
API Integration Guide
published API Integration Guide
API Gateway v2
updated project status
Your customers' new homepage
Mosic doesn't just expose your data to the outside world. It gives each customer a personalized view of their work with your team, branded for your business, scoped to their company.
How it works
From setup to daily use, every part of the portal is built to give your customers access without giving up control.
Set it up in five minutes
Enable the portal in workspace settings. Choose a custom URL. Pick registration modes: invite-only, customer signup, or open registration. Map portal channels to your communication tools. The whole thing takes one meeting with yourself.
- One toggle in workspace settings turns the portal on
- Custom URL slug with your company name, ready in seconds
- Three registration modes that can run simultaneously
- Channel mappings connect portal messages to your existing inbox
Their workspace, your rules
Your customers get a personalized dashboard with their open tickets, active projects, and shared pages. They create tickets with rich descriptions and file attachments. They browse project task lists, check deadlines, track progress. They read shared knowledge base articles before asking questions.
- Personalized dashboard greeting, scoped to their data
- Rich text ticket creation with file attachments and priority selection
- Project progress views with task lists, status tracking, and completion tracking
- Knowledge base pages with cover images, reading time, and search
VIP treatment, at scale
Set default access levels for all customers, then override per person. Your top three clients get full project access while everyone else gets view-only. Bulk-update permissions across dozens of users in one action. Invite new contacts from the CRM contact page with one click.
- Default permissions per module with per-user overrides for exceptions
- Bulk permission updates across many users at once
- One-click invite from any contact's detail page in CRM
- Enable, disable, or revoke access without touching the customer's data
Where portal meets your workflow
Portal messages appear in your team's inbox alongside email. Portal tickets show up in your helpdesk with the same SLA rules. Portal contacts are the same contacts in your CRM. Everything connects because it's the same workspace, just a different view.
- Portal messages in the same inbox as email, same threads, same context
- Portal tickets follow the same SLA policies and assignment rules
- Portal contacts are CRM contacts, linked to customers and organizations
- Real-time updates: status changes and new messages appear instantly
Ready to give your customers a front row seat?
Enable the portal in your workspace settings, invite your first contact, and watch the status emails disappear. Free to start, no credit card required.
Every angle of the customer experience
The portal isn't one feature. It's a complete customer-facing workspace. Here's how each piece works.
Five minutes from zero to live
You open workspace settings, toggle the portal on, and type your company name into the URL field. That's it. Your customers now have a front door at /portal/your-company. No deployment, no DNS configuration, no waiting for IT. The portal inherits your workspace branding: icon, color, name. Your customer sees your brand, not Mosic's. Registration modes are up to you: keep it invite-only for VIP clients, open signup for self-service, or run both at the same time for different customer tiers.
What's inside
- One toggle in workspace settings enables the entire portal
- Custom URL slug with your company name, validated instantly
- Workspace branding automatically applied: icon, accent color, title
- Registration modes configurable independently: invite, signup, or open
Click a link, they're in
No passwords to invent, no verification emails to wait for. When you invite a contact, they get a magic link that logs them in instantly. Your customer clicks, they're in. If they want a password for faster access later, they can set one. Self-signup works the same way: matched contacts create an account and receive a magic link. Open registration lets anyone with the URL sign up and creates a contact record automatically in your CRM.
What's inside
- Magic link authentication: click, you're in, no password required
- Optional password for frequent users who prefer speed
- Signup matches existing contacts by email, no duplicates
- Open registration auto-creates contact records in CRM
VIPs get the keys, everyone else gets a window
Five access levels, three modules, per-user overrides. Set tickets to view-and-create by default, projects to view-only, pages to off. Then override per customer: your top client gets full project access, their team can create tasks and update status. Another customer gets ticket access only. A partner gets knowledge base pages and nothing else. Every permission resolves in order: user override first, then workspace default. Bulk updates let you change permissions across dozens of users in one action.
What's inside
- Five levels: Off, View Only, View & Comment, View & Create, Full Access
- Per-module controls for Tickets, Projects, and Pages
- Per-user overrides that take priority over workspace defaults
- Bulk permission updates for scaling across many customers
Their morning starts here
Your customer opens the portal and sees a greeting with their name, their open tickets, their active projects, their shared pages. Module cards show counts at a glance: 3 open tickets, 2 active projects, 5 shared pages. Below the cards, a recent activity feed shows what happened since their last visit: a ticket was updated, a task was completed, a page was shared. They click a ticket, check the status, close it. They click a project, see progress, move on. The whole visit takes two minutes, and they never had to email you.
What's inside
- Personalized greeting by time of day with customer's first name
- Module cards with ticket, project, and page counts at a glance
- Recent activity feed with the latest updates across all modules
- Quick-create ticket button right from the dashboard
The support request that solves itself
Your customer opens a ticket with a subject, a priority, and a rich text description. They attach screenshots, log files, documents. The ticket appears in your helpdesk instantly, marked as portal-sourced, following the same SLA rules as every other ticket. Your customer tracks status, adds comments, uploads files, closes the ticket when satisfied. Your team responds from the same inbox they use for email. The conversation stays in one thread, two sides. When the ticket is resolved, the customer can rate their satisfaction.
What's inside
- Rich text ticket creation with file attachments and priority selection
- Tickets marked as portal-sourced, following the same SLA policies
- Status tracking with close and reopen actions for the customer
- Satisfaction ratings after resolution for quality feedback
The status email you never have to write
Your customer opens their project and sees a progress bar, task list counts, and overdue indicators. They expand a task list, browse individual tasks, check deadlines. If they have full access, they create tasks, update status, move work forward themselves. Every change syncs in real time: you see their updates in your project view, they see yours in the portal. The project discussion timeline keeps conversation in context: questions about a deliverable stay attached to the project, not buried in email.
What's inside
- Project progress bar with completion counts and overdue indicators
- Expandable task lists with search across all tasks
- Task creation and status updates for full-access customers
- Discussion timeline for questions and updates attached to the project
The article that answers the question before it's asked
You share a page with a customer: an onboarding guide, a product spec, an API reference. It appears in their portal under Pages, with a cover image, reading time, and the full content rendered exactly as you wrote it. Your customer searches for "setup" and finds the guide. They never open a ticket, never send an email. The page shared with one customer is invisible to every other. Share selectively, control precisely.
What's inside
- Pages shared explicitly or linked to customer-scoped projects
- Full content rendering with cover images, reading time, and search
- Customer-scoped visibility: each customer sees only their shared pages
- Search across all shared pages for quick answers
One conversation, two sides
When your customer messages you through the portal, it doesn't go into a black box. It appears in your team's inbox alongside email, in the same conversation thread, linked to the same ticket or project. Your team replies from their normal workflow. The customer sees the reply in the portal. Attachments, formatting, and context travel both ways. The conversation is threaded per entity: a ticket has its own timeline, a project has its own discussion. Real-time updates mean both sides see new messages instantly.
What's inside
- Portal messages in the same inbox as email, same conversation threads
- Threaded per entity: tickets, tasks, and projects each have their own timeline
- Rich text with file attachments traveling in both directions
- Real-time delivery: new messages appear instantly for both sides
See it in action
Real scenarios teams run every day with the Mosic Customer Portal.
VIP clients get full access, competitors see nothing
An agency has 40 clients. Their top 3 need direct access to project task lists: they create tasks, update status, comment on deliverables. The other 37 get ticket-only access. A competitor accidentally gets invited? They see only their own company's tickets.
- 1Enable portal with invite-only registration and custom URL
- 2Set default access: tickets at View & Create, projects Off, pages Off
- 3Override the top 3 clients to Full Access for projects and pages
- 4Invite all contacts from the CRM contact detail page
- 5Each client sees only their own company data
Self-service cuts ticket volume by a third
A SaaS company enables the portal with open ticket creation and 40 knowledge base articles. Customers search for answers before opening tickets. Password resets, billing questions, and setup guides are all documented. The support team focuses on real issues.
- 1Enable portal with customer signup and ticket creation
- 2Publish 40 knowledge base articles as shared pages
- 3Customers search the knowledge base and find answers first
- 4Remaining tickets come through with full context and attachments
- 5Support team responds from the same inbox, satisfaction ratings track quality
From invite to resolution in under an hour
A consulting firm has a new client kickoff. The project manager invites the client contact from the CRM page with one click. The client clicks the magic link, sees their new project with task lists already populated, opens a ticket about a missing asset, gets a reply from the team, closes the ticket. The entire interaction happened in the portal. No email threads. No Slack messages.
- 1Project manager clicks "Invite to portal" on the contact's CRM page
- 2Client receives a magic link, clicks it, lands on their personalized dashboard
- 3Client opens their project, browses task lists, checks the timeline
- 4Client creates a ticket with a screenshot about a missing design asset
- 5Team replies from the inbox they already use, client sees it in the portal
Your customers are ready for self-service.
Enable the portal, invite your first contact, and let your customers see the work you're already doing for them. Free to start, no credit card required.