Extranet for B2B clients

This page is about a real working task: giving a B2B client or partner a shared workspace where they can see their own documents, tasks, and correspondence, without getting access to the company's internal database. Below is how this comes together in LadVen OS through an extranet.

What problem it solves

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

In B2B work, a client often needs more than a one-off email: they need ongoing contact to approve documents, see project status, discuss details, and exchange files. When everything runs through email and messengers, the history gets lost, and you cannot give the client access to your internal portal.

This scenario solves it like this: a limited space (an extranet) is created for the external participant, containing only the documents, tasks, and discussions that relate to them, while the company's internal database stays closed.

How it works in LadVen OS

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

The scenario is assembled from building blocks that already work together:

• Extranet — an external space for clients and partners by invitation.
• Documents and files — shared access to the materials you need, without sending them by email.
• Tasks — joint project steps are visible to both sides.
• Correspondence — project discussions in one place.
• CRM connection — the external space is tied to the client record.
• Permission-based access — a participant sees only what has been opened to them.

What the external participant sees

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

The external participant signs in by invitation and works in a limited space: their documents, tasks, and correspondence for the joint project. They do not need an account in the internal portal, and they do not see other deals, clients, or internal company data.

Collaboration without access to your internal database

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

Project documents, tasks, and discussions are available to both sides in one place — there's no need to forward files or repeat agreements. At the same time, the company's internal database stays closed: the client sees only their own area.

Access and security

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

Access to the extranet is granted by invitation and limited by permissions: what the external participant sees, what they can change, which documents they can reach. This lets you work with external people without opening your internal data and other projects to them.

What the company gets

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

• the B2B client works in a shared space rather than over email;
• the project history — documents, tasks, correspondence — is gathered in one place;
• the company's internal database stays closed;
• the external participant's access is limited by permissions and invitation.

Implementation checklist

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

1. Create an external space and invite clients and partners by invitation.
2. Open shared access to the needed materials without emailing them around.
3. Set up joint project tasks visible to both sides.
4. Bring project discussions into one place.
5. Link the external space to the client record in the CRM.
6. Configure rights: a participant sees only what was opened to them.

What to avoid

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

• Don't expose internal tasks and data to external participants — only what the project needs.
• Don't let the extranet replace a confidentiality agreement: access rights are not legal obligations.
• Don't forget to revoke access when the project ends.
• Don't duplicate the discussion in email — keep it in the shared space.

How to measure the result

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

• how fast you exchange materials with a client or partner;
• the number of back-and-forth emails on a project — it should go down;
• the share of projects with up-to-date shared files instead of scattered copies;
• the share of external participants with access correctly restricted.

Where to start

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

• Extranet — an external space for clients and partners.
• Clients — the client records the extranet is tied to.
• Client workspace — documents, tasks, and discussions for a client.
• Create a Task — turn a joint step with the client or partner into owned work with a deadline.
• Task participants — separate the internal owner, helpers, and visibility for the external side.
• Task Relations — connect the task to the client, document, project, and workspace.
• Attach Files to a Task — keep shared materials and proof of result next to the work.
• Documents — shared access to documents.

Request a demo

Conceptual scenario flow: process guidance, not a UI screenshot or screenshot evidence.

Want to see how collaboration with a B2B client through an extranet works on a ready-made demo stand? Request a demo — we'll show the configured scenario and help you move your work with clients and partners onto it.