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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