portal.laneapp.co/{your-workspace-slug} and are completely separate from the main Lane app. Customers authenticate with a passwordless magic link — no passwords, no accounts to manage.
How it works
- You enable the portal and share the link with your customers.
- Customers sign in with their email via a magic link.
- They submit requests and track the status of each one.
- Requests appear as insights in Lane with
source: Portal. - As your team updates insight statuses in Lane, the portal reflects the changes automatically through status mapping.
Enable the portal
- Click your workspace name in the top-left corner.
- Go to Settings → Portal.
- Toggle the portal on.
- Copy the portal URL and share it with your customers.
When the portal is disabled, the portal URL returns a 404 page.
Configure the portal
All portal settings are in Settings → Portal and save automatically when changed.Design
- Portal name — the heading displayed at the top of the portal. Defaults to “Requests”.
- Subtext — a short description shown below the portal name.
- Primary colour — the accent colour used for buttons and highlights across the portal.
- Lane branding — toggle whether a “Powered by Lane” footer link appears.
Visibility
Controls what signed-in customers can see:- Personal (default) — customers only see requests they submitted.
- Company — customers see all portal requests associated with their company.
Status mapping
The portal uses four fixed status labels that your customers see — Open, Planned, In Progress, and Done. Each portal status maps to one or more of your internal Lane insight statuses:- Open — automatically maps to the triage status. This cannot be changed.
- Planned, In Progress, Done — you choose which internal statuses map to each one.
Customer experience
Signing in
Customers visit your portal URL and enter their email address. They receive a magic link email that’s valid for one hour. Clicking the link signs them in for 30 days — no password needed.Submitting requests
After signing in, customers click + New request in the top bar to submit a request with a title and description. They receive a confirmation email after submitting. On the Lane side, this creates an insight withsource: Portal and a moderation status of pending. Lane also automatically resolves or creates a contact and account record for the customer.
Tracking requests
The portal groups requests by status in the following order: In Progress, Planned, Under Review, Submitted, Shipped, and Declined. Customers can click any request to view its details or delete their own submissions. The sidebar shows an activity timeline of status changes and a completion counter.Profile
Customers can update their display name from the top-bar profile dropdown. Name changes are reflected on the associated Lane contact record.Best practices
- Set clear portal status mappings before sharing the link. Customers see these labels, so make sure they reflect your actual workflow.
- Use company visibility if you want customers at the same organization to see each other’s requests and avoid duplicates.
- Customize the design to match your brand — updating the portal name, subtext, and primary colour makes the experience feel native.
- Review portal submissions regularly. Since requests arrive as insights with
source: Portal, you can filter your insights list to surface them quickly.
FAQs
Q: Where do portal requests appear in Lane?A: They appear under insights with
source: Portal. You can filter your insights list by source to find them.
Q: Can customers see internal discussions or notes?A: No. The portal only shows the request title, description, submission date, and mapped portal status. Internal Lane data is not exposed. Q: What happens when I change an feedback’s status in Lane?
A: The portal status updates automatically based on your status mapping in Settings → Portal. Q: Can I disable the portal without losing data?
A: Yes. Toggling the portal off makes the URL inaccessible, but all existing requests and data remain in Lane as insights. Q: Do customers need a Lane account?
A: No. Portal users authenticate with a magic link tied to their email. They don’t need a Lane workspace account.