Sharing Reports
Upload reports and documents to the client portal so your clients can securely view and download them.
Once you have exported a report from Vulnsy, you can share it with your client through the portal. Documents are uploaded to the portal, stored securely, and made available only to the intended client.
Sharing a Document
- Export your report as a DOCX file from the report page
- Navigate to the client's portal section
- Upload the document
- Select which client contacts should have access
- The selected clients receive an email notification with a link to the portal
Access Control
You control exactly which clients see which documents. Each uploaded document is scoped to a specific client, and only users with portal access for that client can view it.
| Control | Description |
|---|---|
| Per-client scoping | Documents are linked to a specific client |
| Contact selection | Choose which client contacts receive access |
| Email notifications | Clients are notified automatically when new documents are shared |
Only users with the Client role can access the portal. Assign this role from Admin > Users.
Document Storage
All portal documents are stored securely in AWS S3 with full tenant isolation. Each organization's files are kept separate, and access is enforced at the application level.
- Documents are encrypted at rest
- Tenant isolation ensures no cross-organization access
- Storage usage is visible in Admin > Organization Settings
Large file uploads are subject to your organization's storage limits. Check your current usage in Admin > Organization Settings if uploads fail.
Managing Shared Documents
From the portal management view, you can:
- View all documents shared with a client
- Remove documents that are no longer relevant
- Re-share documents with additional contacts
- Track when clients last accessed shared documents