Customer facing
Your own customers on a branded surface of the same platform, brought by Commerce, reading only their own rows.
The access code on Ashworth Aerospace Ltd's record, its invite link, and the person who joined with it, marked as an account from the website.
In practice
A customer signs in with an access code, as a separate principal, never as one of your members.
Brought by Commerce
Commerce brings the surface on your prefix or your own domain. Quote and document links still work without it.
The Customers online view of a demonstration workspace: the customer sign in on its path address and its Kabaido address, Ashworth Aerospace Ltd invited with the access code on its record and 1 person signed in with it, and the customer AI switched off.
Their rows, nothing else
Customer policies cover exactly the tables a customer may read, and a test proves zero rows everywhere else.
Rows from two organisations in one table: the database policy returns only your organisation's rows, your files sit under your organisation's folder, and roles apply inside your organisation.
Accept, decide, collect
They accept quotes, answer service decisions with each option priced and ask for a collection in one tap.
The quotation as the customer opens it, in the supplier's own colour: three lines, the subtotal, VAT and total, and a note that it has been accepted.
Where it appears
- QuotesAccept a quote with a PO reference, or decline with a reason
- OrdersStatus, lines, totals, the invoice reference and the order's documents
- CustomersAn access code per customer record to invite them in
- ServicingTheir own items, each decision priced, and collection in one tap
- DesignTheir saved designs, read only, with Ask for a quote
- WizardWizards they run themselves, charged to your organisation
- RouteDelivery windows, tracking and proof of delivery
- CommerceBrings the surface: your prefix, your brand, your own domain
Questions
- Customers want to check a quote or an order without waiting for someone to reply.
- No. Quote links and document links work on their own; Commerce brings the signed in surface with everything else.
- No. A customer is a separate principal reading only their own rows, and a test proves zero rows everywhere else.