Customer Portal

Category: Web-based time tracking
Brand: Kimai
Website: https://www.kimai.org/documentation/plugin-customer-portal.html

Customer Portal is a Kimai feature that lets you share time tracking statistics and detailed project timesheets with clients or external stakeholders via a secure, secret URL. It focuses on transparent access to tracked time data without requiring full user accounts.

---

Features

Secure sharing via secret URLs

• Share customer or project data through unique, secret URLs.
• Optional password protection for each shared URL.
• Recipients do not need a Kimai user account.

Customer-level sharing

• Share all recorded timesheets for a specific customer.
• Display a table of all projects for that customer, including:
  • Project name
  • Budget statistics (when customer statistics are active)
• Optional additional customer details:
  • Timesheets options
    • Show name of the user who tracked the time
    • Show rates (hourly rate, total rate)
  • Chart options
    • Annual chart: month-by-month comparison for a selected year
    • Monthly chart: day-by-day comparison for a selected month
  • Statistics
    • Budget statistics
    • Time-budget information

Project-level sharing

• Share all recorded timesheets for a specific project.
• Optional additional project details:
  • Timesheets options
    • Show name of the user
    • Show rates (hourly rate, total rate)
  • Chart options
    • Annual chart (month comparison by selected year)
    • Monthly chart (day comparison by selected month)
  • Statistics
    • Budget statistics
    • Time-budget information

Timesheet record merging

Control how individual time records are displayed for a day:

• No merging: each record shown as its own line.
• Merge all records and show descriptions of all entries.
• Merge all records and show only the description of the first entry.
• Merge all records and show only the description of the last entry.

Password protection

• Assign a password to any shared URL.
• Recipients must enter the password before they can view customer or project data.

Language handling

• Language is encoded in the URL prefix, e.g. /en/auth/customer-portal/0123456789.
• Change the language by altering the code in the URL (e.g. /de/, /es/, /fr/).
• Allows sharing in different interface languages without additional configuration.

Permissions and access control

• Permission key: customer_portal.
• Controls access to the Customer portal menu under Administration > Customer portal.
• Users with this permission can create, edit, and delete all shared URLs.
• By default, assigned to users with the role ROLE_SUPER_ADMIN.

---

Pricing

No pricing information is provided in the supplied content.