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Portal Access

Send clients a secure link so they can view their waste transfer notes and sign documents from the client portal.

What the Client Portal is

The Client Portal is a secure, read-only view of waste transfer notes and documents for a specific client. Clients access it via a unique link or PIN — they do not need a QWTN account. From the portal they can view notes, download PDFs, and sign documents digitally without you having to print or email attachments manually.

Sending portal access from a client record

Open any client's detail page and look for the portal access option. A dialog lets you send the client an invitation with their secure access link. The invitation is sent to the email address saved on the client record.

Send Portal Access
Invite a client to view their notes
✕
client@example.com
Must be set on the client record before sending the portal invite.
Send Portal Invite
Cancel

How portal access works

Once invited, the client receives an email with a link to their portal. The portal shows waste transfer notes and documents where they are listed as the transferor or transferee. Access can be protected by a PIN that the client sets on first visit. You can revoke access at any time from the client record.

Portal access reduces admin overhead
Instead of emailing PDFs after every transfer, send clients portal access once. They can log in whenever they need to view or download their notes, and you spend less time on manual distribution.
Email address required
Portal invites are sent by email. If the client record does not have an email address saved, you must add one first via the Edit button on the client detail page.
Clients only see their own notes
The portal filters notes by the client's name. Each client only sees notes where they appear as the transferor or transferee — they cannot see any other clients' data.
Common Mistakes
• Sending a portal invite before adding the client's email address to their record — the invite will fail without a valid email.
• Confusing the client portal with the driver app — the client portal is for waste producers and collectors to view completed notes; the driver app is for your own drivers to manage jobs.

Field Reference

FieldRequiredDescription
Client emailYesThe email address where the portal invitation is sent. Taken from the saved client email field.

Related Articles

Client Detail Page
View a client's full profile, active season ticket, transfer statistics, and linked waste notes.
Clients Overview
Save transferors and transferees to auto-fill their details on future waste transfer notes.
Client Portal Overview
Give clients a secure self-service view of their waste records, notes, invoices, and upcoming collections.
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