Customer self-service portals
Orders, shipments, invoices, tickets and documents in one place, scoped per account, with actions such as approving quotes or raising tickets.
Customer portals
Give customers a portal on the data you already have
Order status, invoices, tickets, documents, renewals: your customers email you for things that already sit in your systems. Describe the portal and ToolJet builds it on your database, billing and support tools, with account-level access rules you configure and test. Embed it in your product or run it under your brand.
- Order and shipment tracking
- Invoices and payments
- Support and document access
Customer portalNorthwind Logistics · account viewSSOAudit onProduction
Open orders72 shipping today
Outstanding invoices$24,8001 due in 3 days
Open tickets21 awaiting your reply
| Order | Items | Expected | Status |
|---|---|---|---|
| ORD-10847 | 24 units · SKU-2201 | 26 Sep | Shipped |
| ORD-10851 | 6 units · SKU-1180 | 29 Sep | In production |
| ORD-10853 | 120 units · SKU-2201 | 3 Oct | Awaiting approval |
| ORD-10840 | 3 units · SKU-0902 | 22 Sep | Delivered |
Let customers approve a quote from the portal and notify their account manager in Slack
Approve action, row-level rule and Slack query added · awaiting your review
40,000+stars on the open-source core
SOC 2 Type IIISO 27001 and GDPR · Visit the trust centre
Your infrastructureCloud, VPC, on-premise or air-gapped
100+ connectorsplus any REST or gRPC endpoint
No engineering ticket needed
Describe the tool you need. ToolJet builds it.
Type what you want in plain language. ToolJet generates the pages, queries and logic as a working app. Connect your data, set who can see what, and review the generated logic before publishing. Edit the app on the canvas afterwards.
- Working app, not a mockup
- Review access rules before publishing
- Free to start, per-builder pricing
Built on the systems your customers' data already lives in
PostgreSQL
Stripe
Salesforce
HubSpot
Zendesk
SAP HANA
AfterShip
Google Sheets
Have developers? They can build the same apps from
through the ToolJet plugin
Portals teams build with ToolJet
Partner and reseller portals
Deal registration, lead sharing, commission statements and enablement content for channel partners.
Vendor and supplier portals
PO visibility, invoice submission, matching status and payment dates, cutting supplier emails to finance.
Client onboarding and project portals
Shared task lists, document exchange and milestones visible to both your team and the client.
Tracking and status pages
Shipment, case or application status for external users, with updates written back from your systems.
Embedded and white-labelled apps
Portals embedded in your product or served under your domain and brand.
How a portal comes together
- 01
Connect the systems of record
Your database, billing, CRM, support and logistics tools connect once. The portal reads and writes in place; nothing is copied into a new silo.
- 02
Scope every record to the account
Configure server-side query filters using the authenticated user and account mapping. Test each role against another account before inviting customers.
- 03
Describe the portal
ToolJet generates the pages, queries and actions as a working app. Refine the layout and add actions such as approvals or uploads on the canvas.
- 04
Ship under your brand
Invite users or connect SSO, embed the portal in your product, apply your branding and white-label the experience.
In production
Teams already running on ToolJet
External users, internal controls
Built for people outside your company
A portal exposes your data to people you do not employ. Row-level access, per-account scoping, SSO or invited access and audit logs make sure they see exactly what they should and nothing else.
Row-level scoping
Configure server-side filters for each read and write query, using the authenticated account. Review tenant isolation before release.
Your customers' login
Invite customers as users, or connect single sign-on for a shared identity provider. Access is managed and revoked centrally.
Credentials stay yours
External users never touch your database or API keys. Queries run server-side with scoped credentials.
Application audit records
Platform audit logs plus the approval and upload records the portal writes to your systems.
Security and governance features vary by plan. Workflows and Agent Builder are available on Self-hosted only; BYOK is a Self-hosted Enterprise add-on. Compare plan availability.
Two ways to get there
Build it yourself, or bring our engineers in
Self-serve
Your team, your pace
Start free. Describe the tool, refine it on the canvas, and ship it under your own access rules. Start with one app, then test it with your team before rolling it out.
Start free
Professional services
Forward-deployed engineers, embedded with your team
When the timeline is fixed or the process is tangled, our engineers build alongside you: scoped delivery, production-ready apps, and knowledge transfer so your team owns the result.
Talk about a projectQuestions teams ask before they start
Can customers only see their own data?
Yes, when you configure and test account-level access. On Enterprise, use authenticated server-side user variables in query filters, and scope both reads and writes. Hiding components or filtering records only in the browser does not secure customer data.
How do customers log in?
Invite them as users of the portal, or connect single sign-on for organisations that share an identity provider with you. Access is managed and revoked centrally.
Can we embed the portal in our product or use our own domain?
Yes. Apps can be embedded, served under your branding and white-labelled, so the portal looks and feels like part of your product.
Do we pay per customer?
Pricing is per builder, not per user. Every plan includes an end-user allowance and Enterprise includes unlimited end users, so rolling a tool out widely does not add a seat for every viewer. The pricing page lists the allowance on each plan.
Can customers take actions, not just view?
Yes. Approve quotes, upload documents, raise tickets or update details, with each action running a guarded query against your systems and recorded in the audit trail.
Stop answering emails about data your customers could see themselves
See a portal on your own systems with an engineer.
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