capability

Internal teams. External counterparties. One audited surface.

Teams Management is how TeamSync handles the people-and-membership layer. Internal teams (project, matter, deal-room, vertical container) get their own ACL scope. External counterparties (subcontractors, suppliers, clients, regulators, citizens) access TeamSync via the External Portal — no account required, short-lived tokens, every action audited.

Talk to a teams + portal solutions engineer · Read the consolidation pillar

Diagram: TeamSync platform with 2 outer rings — internal teams ring (project, matter, deal-room) and external portal ring (counterparty, supplier, citizen) — each with its own audit-trail visualisation.
Diagram: TeamSync platform with 2 outer rings — internal teams ring (project, matter, deal-room) and external portal ring (counterparty, supplier, citizen) — each with its own audit-trail visualisation.

What's in the capability.

Component Purpose
Internal teams Membership-based ACL scoping for projects, matters, deal rooms, vertical containers
Team templates Reusable team structures (e.g., "M&A deal room" with standard roles)
External Portal Counterparty access via short-lived signed-URL tokens; no TeamSync account required
Identity verification (optional) KBA, ID-document scan, MFA per policy
Public links Time-bound, password-protected, rate-limited, audit-anchored
Counterparty signing Signing inside the External Portal (see E-signatures)
Audit ledger Every external access, every public-link click, every signing event recorded

How TeamSync compares.

Capability TeamSync SharePoint guest access Box external collaborators DocuSign signing portal ShareFile client portal
External counterparty access without account Guest account required Per-counterparty seat Signing-only
Public links with rate-limit + audit Anonymous links Anonymous links N/A Anonymous links
Internal team scoping with template SharePoint sites Box folders N/A ShareFile spaces
Counterparty signing in same surface Partner Box Sign DocuSign-native ShareFile signing
Per-cluster pricing (no per-counterparty seat) Per-guest Per-counterparty seat Per-envelope Per-tier

Frequently asked questions.

Does the External Portal require my counterparties to install anything?

No. They click a link in their email, complete authentication per the policy, and access the document or signing flow.

Time-bound (default 7 days, configurable), password-protected (optional), rate-limited (per token), and audited per click. Public-link issuance requires owner approval.

Can I revoke counterparty access mid-flow?

Yes. Token revocation is immediate. Access events after revocation appear as denied attempts in the audit ledger.


  • HIPAA — patient-access portal use cases
  • eIDAS QES — counterparty qualified-signature use cases
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