Sharing Your Portal with Customers

Once your portal is set up and synced, sharing it requires nothing more than sending a link. There’s no account creation, no invitation flow to configure, and nothing for customers to install.

Your Portal’s Web Address

Each portal has its own web address based on its name:

https://SLUG.eg2.app

Where SLUG is the short identifier you set when creating the portal. Send this address however you normally communicate with customers — email, WhatsApp, your website, or a QR code.

What Customers Experience

When a customer opens the link:

1. They see your portal’s branded login screen (with your logo and colors, if configured).
2. They enter their email address.
3. eg2 sends them a 6-digit one-time code by email.
4. They enter the code and land directly in their data view.

The whole process takes under a minute. No passwords to remember, no account to create, no app to download.

Customers Who See No Data

If a customer logs in but sees an empty portal, no rows in the spreadsheet matched their contact. This isn’t an error — it means the data isn’t there yet.

If this happens unexpectedly:

• Confirm their exact email address appears in the contact column of your spreadsheet (see Managing Your Contacts).
• Use the View as feature in the admin panel to verify what that contact sees before reaching out to them.