This article walks you through what your customers see when they access a project through the OnRamp portal. It’s great for internal teams who want to understand the end-user experience or configure the portal to better support customer onboarding and collaboration.
Understanding the customer view helps you design playbooks, tasks, and messaging that feel intuitive and keep users engaged.
Before You Begin
Make sure:
Your project has at least one Task assigned to a customer user
You’ve invited a Customer User to the project
You’ve set up basic Portal Branding (optional but recommended)
1. Invite the Customer to the Project
This is where you officially bring your customer into the experience. Once invited, they’ll get an email and can start participating in the project.
- Go to the relevant Project
- Click Users > Add User
- Enter the customer’s name and email
- Assign the role of Customer
- Click Send Invite
- 🔗 See also: [How to Invite Customer Users to a Project]
2. Customer Logs In
After accepting the invite, your customer will land in their personalized portal. This is their command center where they’ll complete tasks and track progress.
- The customer receives an invite email with a secure link
- On first login, they’ll create a password and land in the Customer Portal
3. Customer Portal Overview
Here’s what your customer will see when they log in—everything is designed to be clean, focused, and easy to use.
- Welcome Message (if configured)
- Project Name and progress tracker
- A list of their Assigned Tasks, with due dates and completion checkboxes
- Option to upload files, leave comments, or mark tasks complete
- Any shared videos or links from your internal team
4. Task Types & What They Can Do
Not all tasks are visible to customers, and that’s intentional. Here’s a breakdown of which types they’ll interact with and what they can do.
- Customer Tasks: Customers can see instructions, upload files, complete checklists, and leave comments
- Internal Tasks: Hidden from customer view unless explicitly shared
- Subtasks: Shown inline; customers complete them as part of a larger step
5. Portal Branding
Want the portal to feel like an extension of your company? Add your logo, brand colors, and a custom welcome message—it’s quick and makes a big difference.
- Customize from Settings > Portal Branding
- This gives your portal a personalized, branded feel
6. Per-Project Portal Settings
You can further tailor each project’s portal from within its own Settings > Portal tab.
Here’s what you can configure:
Preview & Production URLs
Preview URL: Lets you preview how your customer will see the portal before sharing it.
Production URL: The live, customer-facing portal link.
These links are unique to each project. You can copy and share them internally for testing or customer onboarding.
Hide Internal Task Details
Toggle Hide Internal Task Details to control visibility:
On → Customers see internal tasks, but none of the subtask details.
Off → Customers can see all subtasks (use with caution for internal content)
Note: For them to see an internal task in the first place, the visibility of it would have to be 'Task Details Restricted' or 'All Project Members' the wording varies based on this toggles current state.
Project Welcome Message
Add a personal, branded welcome to greet your customers.
Use the rich text editor to include formatted text, emojis, images, or videos.
Many teams embed a short orientation video—like a 1-minute walkthrough of the portal—to help customers get started quickly.
Example:
👋 Welcome to your project!
We’re excited to have you here.
👀 Watch the video below to learn how to use this page.
🔖 Bookmark your project page for quick access!
Shared Files
Upload up to 4 project-specific files (PDFs, guides, templates, etc.) that appear on the portal’s home page.
Use this to share kickoff decks, implementation guides, or welcome packets.
These files are instantly visible to customer users in the portal’s Shared Files section.
7. Self-Service Playbooks (Optional)
If you're offering customers more autonomy, you can let them launch their own onboarding paths or projects with self-service playbooks.
- Customers may access a Self-Service Library
- This lets them launch predefined workflows without needing to contact you
- 🔗 See also: [Self-Service Playbooks]
Tips & Troubleshooting
If a customer can't see a task, double-check the Task Type is set to Customer and the Visibility is not restricted.
Use the Preview Portal option to see the exact customer experience from their perspective.
Want to restrict file downloads? This can be configured on a per-task basis using the Share a Video toggle.