Modernize client engagement with one powerful portal
Impress and delight your clients with a custom, centralized, and modern client portal, powered by Extranet User Manager, and integrated into your native Microsoft 365 environment.
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Transform Microsoft 365 into your secure client collaboration hub
Projects can quickly become chaotic. If you work with clients, you know the struggle: endless email chains, buried attachments, and constantly searching for that one file. Perhaps you're retrieving a proposal from six months ago to review the scope, or your client is seeking the draft you sent them weeks earlier. A client portal changes that. Gather and store all documents, updates, and deliverables in a single, secure, and branded portal—no more version mix-ups. One trusted source where your team and clients can collaborate in real-time.
Your digital gateway to seamless client collaboration
Extranet User Manager by Envision IT empowers account managers, service leads, and administrators to take complete control of client management. It simplifies the onboarding process, streamlines request handling, facilitates secure document sharing, and supports strategic meeting planning—all integrated into a reliable platform built on Microsoft 365. Enhance your professionalism, strengthen client relationships, and have a lasting, meaningful impact.
Portals for your clients that look great, run smoothly, and elevate your projects
Effortless client onboarding and management
Get clients up and running in minutes—without IT delays. Invite users using their existing email addresses, automate welcome messages, and enable self-service for registration, password resets, and group management. With Extranet User Manager’s user-friendly admin interface, managing client access has never been simpler.
Automate routine tasks and streamline workflows
Eliminate manual follow-ups and keep projects on track. Utilize Power Automate to automate routine tasks, such as document reviews, approvals, and onboarding steps. Built-in reminders, real-time updates, and clear accountability ensure nothing falls through the cracks—so you can focus on delivering value, not chasing tasks.
Prebuilt workspaces for every type of engagement
Launch organized and secure client workspaces in minutes. Select from pre-designed templates for projects, contracts, or onboarding—each with its own document libraries, permissions, and workflows. Achieve structure and consistency without the hassle of custom setup.
Real-time collaboration in Microsoft 365
Collaborate with clients where you already work, using the tools you already know and trust. Co-author documents in Office web apps, meet instantly in Teams, and keep everyone aligned with real-time updates. Add status pages, notifications, and optional dashboards to keep clients informed at every step.
A portal that looks and feels like you
Create a professional, branded experience that naturally reflects your organization. Customize your client portal with your logo, colours, and messaging to ensure a consistent look and feel. Each login builds trust, credibility, and showcases the premium service your clients expect.
Protect your confidential information
Be more certain about your digital security. Built on Microsoft 365, you’ll have peace of mind knowing that your data is stored securely in the cloud, with security features such as encryption, login authentication, role-based access, and audit logging, as well as enforced DLP policies, ensuring your data is always protected.
Transform client collaboration with next-gen data rooms in Microsoft 365
Discover how to enhance client engagement through a secure, branded portal within Microsoft 365. This webinar provides an overview of Extranet User Manager, illustrating how it streamlines onboarding, document sharing, access management, and compliance processes, thereby facilitating effective team collaboration and strengthening client partnerships.
Is Extranet User Manager the right client portal solution for you?
See how Majedie Asset Management improved its client experience, simplified external user management, and strengthened its governance with Extranet User Manager by providing more than 1,000 clients with a secure portal to monitor investment performance.
Reduced IT Workload
Relationship managers handle invites and updates without IT involvement.
Future‑Ready Security Posture
Retired legacy systems and implemented MFA for stronger protection.
Self-Service for Clients
Clients manage their own logins and password resets, reducing support requests.
Ready to impress and delight your clients?
Key features to strengthen your client relationships, powered by Extranet User Manager
Document Libraries
Keep everything organized and secure. Centralize contracts, proposals, and shared resources in structured libraries using standardized templates.
Integrated Communications
Onboard new clients, send meeting invites, and share updates instantly with branded, pre-built templates that work seamlessly within Microsoft 365.
Group and Site Provisioning
Launch secure Teams channels and SharePoint sites for new clients or projects in seconds. Each workspace comes with built-in group access control for effortless governance.
Custom Workflows
Automate approvals, reviews, and project milestones with workflows tailored to your collaboration process.
Drag-and-Drop File Uploads
Drag and drop files directly from your desktop or mobile device into secure workspaces within your Microsoft 365 environment.
Power BI Reporting
Gain instant visibility into client engagement, document status, and activity trends with built-in Power BI dashboards, enabling you to make smarter decisions, faster.
Launch your custom client portal in Microsoft 365 today
Simplify access, automate workflows, and deliver a premium client experience.
Book a test ride today to see how effortless secure collaboration can be.
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