portal.laneapp.co/{your-workspace-slug} and are completely separate from the main Lane app.
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 feedback in Lane with
source: Portal. - As your team updates statuses in Lane, the portal reflects the change automatically through status mapping.
Enable the portal
- 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
All portal settings are in Settings → Portal and save automatically.Design
- Portal name — the heading at the top of the portal. Defaults to “Requests”.
- Subtext — a short description shown below the name.
- Primary colour — the accent colour for buttons and highlights.
- Lane branding — toggle whether a “Powered by Lane” footer link appears.
Visibility
Controls what a signed-in customer can see:- Personal (default) — customers see only requests they submitted.
- Company — customers see all portal requests from their company, which helps avoid duplicates.
Status mapping
The portal shows four fixed status labels to customers — Open, Planned, In Progress, and Done — each mapped to one or more of your internal feedback statuses:- Open — automatically maps to your triage status. This can’t be changed.
- Planned, In Progress, Done — you choose which internal statuses map to each.
Customer experience
Signing in — customers enter their email and get a magic link valid for one hour. Clicking it signs them in for 30 days; no password. Submitting requests — after signing in, they click + New request to submit a title and description, and get a confirmation email. On the Lane side this creates feedback withsource: Portal and status: Triage, and Lane resolves or creates the company and contact automatically.
Tracking requests — the portal groups requests by status. Customers can open any request for detail or delete their own, and the sidebar shows an activity timeline and a completion counter.
Profile — customers can update their display name, which reflects on their Lane contact record.
Best practices
- Set clear status mappings before sharing the link — customers see these labels, so make them reflect your real workflow.
- Use company visibility if you want customers at the same organization to see each other’s requests and avoid duplicates.
- Match the design to your brand — name, subtext, and primary colour make the portal feel native.
FAQs
Q: Where do portal requests appear in Lane?A: As feedback with
source: Portal. Filter your feedback by source to find them.
Q: Can customers see each other’s requests?A: Only within their own company, and only if you set visibility to Company. Otherwise each customer sees only their own. Q: What happens when I change a request’s status in Lane?
A: The portal status updates automatically based on your mapping, and the customer who submitted it is notified by email. Q: Can I disable the portal without losing data?
A: Yes. Toggling it off makes the URL inaccessible, but all requests remain in Lane as feedback. Q: Do customers need a Lane account?
A: No — they sign in with a magic link tied to their email. No Lane workspace account needed.
