Introduction

A shared page gives a person outside the dealership a view of the data that concerns that person. The visitor needs no account and installs nothing. The dealership creates a link in the dashboard and sends it.

The three pages

Page	Visitor	Created from	Purpose
Customer page	A customer	The customer page, in the Customer Portal panel	Cars, shipment, payments, documents, invoices and messages of the customer.
Partner page	A sales partner	The partner page, in the Partner Portal panel	The commission statement, the deals, the documents and the messages of the partner.
Task page	An outside assignee	The task page, in the Sharing panel	The details, the checklist, the media and the messages of one task.

Guides

Access

Link	Permission	Roles that hold it by default
Customer page	Issue Customer Portal Links	Owner and manager
Partner page	Issue Partner Portal Links, together with access to commission terms	Owner and manager
Task page	Hand Out Tasks	Owner and manager

Team members without the permission do not see the link panel.

Common behavior

Each panel offers similar actions: Create link, Open Portal or Open Task, Copy link, Send on WhatsApp, Change Link and Delete. The task panel adds Send on Telegram.
Change Link replaces the link with a new one. The old link stops working at once. The new link starts a new validity period.
Delete removes the link. The link stops working at once.
A link has a validity period. The panel shows the expiry date in the row Expires. After that date the page shows "Link not valid".
Every shared page is available in five languages: English, Russian, Korean, Arabic and Azerbaijani. Arabic reads from right to left.
The visitor can switch the language on the page. The dashboard can also fix the language of a link when the link is copied or sent.
Anyone who holds a link can open the page. The link should be sent only to the intended person.

Validity periods

Page	Validity
Customer page	180 days
Partner page	365 days
Task page	30 days

Notes

The shared pages use the words "portal" and "job" in some labels. The guides use "shared page" and "task".
No shared page shows the purchase price of a car or the internal notes of the dealership.

The three pagesCopy Anchor Link

GuidesCopy Anchor Link

AccessCopy Anchor Link

Common behaviorCopy Anchor Link

Validity periodsCopy Anchor Link