Internal
- Draft results
- Internal notes
- Hidden observations
- Unresolved review items
- Unrelated customer data
Customer portal
Give customers access to the right lab information.
Share approved reports, invoices, and customer-facing records while keeping internal notes, draft results, and unrelated customer data protected.
Portal-aware model
Customer access belongs inside the LIMS model, not beside it.
Scope what customers can see by account, site, contact role, report visibility, invoice visibility, and internal-only status.
Portal Use Cases
- Approved report access
- Shared invoice access
- Account and site-specific visibility
- Report recipient access
- Billing recipient access
- Customer response workflows when enabled
Visibility Controls
- Account scope
- Site scope
- Contact role
- Portal access enabled or disabled
- Report visibility
- Invoice visibility
- Internal-only records
Internal vs customer-facing
Expose approved records without exposing your lab's internal operation.
Your team controls what is customer-facing and what stays internal, including draft results, internal notes, hidden observations, unresolved review items, and unrelated customer data.
Customer-facing
- Approved reports
- Shared invoices
- Customer-specific documents
- Response workflows when enabled
Why it matters
Reduce manual report requests and protect the customer experience.
Customer access can reduce reliance on email attachments, clean up communication, and give your lab better control over what customers can see.
Give customers the right level of lab access.
Plan which customers, contacts, reports, invoices, and response workflows should be visible in your portal.