Portal settings
Your customer's view of the onboarding. Pick the URL, the sections they see, and the welcome line.
The portal is the surface your customer’s team logs into. It shows them the phases of their onboarding, the tasks you’ve marked customer-facing, the resources you’ve shared, and (on Pro) a comment thread per task. Internal-only tasks stay invisible. The portal does not show your team’s private notes, internal task assignees, or your other customers.
Settings live under Admin > Portal.
Once configured, your customer gets a single URL (e.g. acme.pivotal.app/portal/contoso) and a magic-link login on the email you have on file. Their landing view is a checklist organized by phase. Each phase shows progress, the current task they own, and tasks blocking your team. They click a task, read your instructions, attach a file, mark it done.
Custom domain takes a CNAME pointing onboarding.acme.com to portals.pivotal.app. Pivotal provisions a certificate via Let’s Encrypt inside ten minutes. Until the cert lands, the domain serves a “setting up” page. Once it’s live, both the custom domain and your original *.pivotal.app/portal URL keep working. Magic-link emails default to the custom domain.
Toggling sections.resources off does not delete the resources you’ve already uploaded; it hides the section. Toggling it back on restores the section with every resource intact. The same is true for comments: turn the section off, the threads remain, the customer can’t read or post until you turn it back on.
Customers cannot reorder phases, add tasks, change task assignees, or invite other people from their company. To add a second contact at the customer, use Add contacts on your side.
Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.