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Compass 🧭 Customer Onboarding Portal
Compass 🧭 Customer Onboarding Portal

Engage your customers on a whole new level by taking the guesswork out of what tasks they need to work on.

Stacey Hatch avatar
Written by Stacey Hatch
Updated over a week ago


The Compass is your customers' portal that provides them with a clear view of what they need to get done today, when the next tasks are due, and the overall project status. This can be toggled on and off for all projects or on a per-project basis (covered later in this article)

The COMPASS contains many of the same elements that the traditional Plan view does.

(Click to Open Full Screen)

The Compass will default to showing the customer the task that is the highest priority for them to complete. GUIDEcx determines this by factoring in the following information:

  • Due date of a task

  • Due date of milestone (if task due dates are the same)

  • Due date of template (if milestone due dates are the same).

  • Vertical order that you have tasks listed within a template and milestone (if template due dates are the same)

New Functionality with February 2024 Release:

  • You can now embed the Compass Customer Portal in your own application/website! Learn more here!

What the Customer can do with Compass

  • Complete Tasks: Customers can see what tasks they are assigned to and can complete them easier than ever.

  • Project Notes: Customers and providers can now exchange messages at the project level throughout the onboarding process. This will exactly replicate the current experience in the provider application.

    • Include attachments or send out meeting recaps via project notes

    • Choose to send messages to internal teams, or external teams and utilize @mentions to only notify certain individuals.

  • Notifications: customers can now be notified within Compass when they have an unaddressed note or @ mention in a task. Notifications can be found by clicking on the bell icon in the lower left-hand of Compass.

    • When a user has a new notification while in session, or since their last login, a dot will display and the bell icon will wiggle.

    • Notifications can be filtered by all, direct, general, and unread messages

  • Increased Flexibility to determine who gets the Compass view! See the FAQs below to see what has been updated there.

  • Mobile Responsive: Customers can now view and complete their tasks on the go from the comfort of their phones! This update has improved the mobile responsiveness of Compass.

  • Customers can add other customer team members: Customers can add their teammates to a project by reassigning a task to a new member! See how they can do that in the FAQs below!

  • Add Attachments: As of August 2023, customers now have one place to access and share attachments within Compass! Upload, view, or download attachments for tasks, projects, and milestones in the new "Attachments" tab. Previously: Customers could only view task attachments by navigating to a specific task and clicking notes

Best Practices

Compass Pages

The Compass consists of two primary pages:

The Landing Page

The functionality of the Landing Page is simple. Your customer can:

  • Change the status of the task on the card

  • Click on the task details and see additional information on the task (status can also be changed there).

  • Scroll to the right to see their upcoming tasks or scroll to the left to see what they’ve completed.

  • Scroll to the right to see what tasks you’re working on. The customer can only see the title of those tasks, as long as they aren’t hidden, and cannot see task details.

If a customer clicks on one of their assigned task cards it will open up the Task Details Page.

The Task Details Page

The functionality of the Task Details Page is simple. Your customer can:

  • Update the task status to Working On It, Stuck, or Done.

  • Reassign the task to another customer user.

  • Comment on the task.

  • Upload files to the task.


I gave my customer the Compass view, is there a tutorial they can follow to know how to use it?

Compass was designed to be much more intuitive to navigate than the Full Plan view so your customers should catch on quick. However, if you'd like to share a tutorial with them, please use this one:

That tutorial is designed to walk your customers through the Compass experience!

How to enable Compass for internal team members?

Compass is a customer portal and can only be enabled for customers!

How do I turn the new Compass on for my customers?

Since the rollout of Compass in July 2022, we’ve seen customers interact at more than 2x the rate of the traditional GUIDEcx view. As a result, we’re making it even easier to add your customers to Compass!

There are two different ways to do this. The first option is while you're adding a new customer to the project and the second is after you've already added them to a project.

While adding a new customer

New customer users will default to Compass View when you add a customer team member.

  1. Navigate to the Team tab and click “Add Team Member. You’ll first be asked to enter your first name, last name, and email address.

  2. Set the Project View: You’ll notice three options, Compass View, Restrict Access to My Tasks, and Full project view. Compass View is selected by default.

Edit an existing customer's project view

You also have the ability to change the view for existing customers. Within Project View settings, you can choose whether you want to give your customers the full GUIDEcx experience, limit them to My tasks within GUIDEcx, or add them to the Compass view. Here's how to update the customer's project view:

  1. Access Edit Project View: Start by logging in to GUIDEcx and navigating to the project you want to edit. Click on “Team” and scroll down to Customer Team Members.

  2. Locate the Project View setting: Once you've identified the team member you want to change, click on the ellipses next to their name and select “Edit Project View"

  3. Select Compass View

  4. Click Save.

How can a customer invite another customer?

Customers can invite their own team to onboarding to make their implementation go smoother than ever. This will come in handy if you need the customer to invite their IT point of contact or an engineer to complete a task. Here's how they can invite their team:

  1. Click on the task that needs to be reassigned

  2. Navigate to the “Assigned To” dropdown

  3. Select "Assign New User"

  4. Enter the required information

  5. The new user will be added to the project and assigned to that task!

Upon clicking “reassign” the user will receive an email notification informing them that they have been assigned a task in the onboarding process. They’ll have Compass view and will see that new task waiting for them to complete.

What if my customer plays a part in multiple projects powered by GUIDEcx?

For customers who are part of multiple projects within GUIDEcx, the drop-down menu at the top left will allow a user to navigate between those projects. This navigation will work for users who are part of multiple projects with one GUIDEcx customer, and users who are part of projects with multiple GUIDEcx customers. When changing the project, the full page will update to that current project and will show the status, end dates, and tasks specific to that project.

In the event one of those projects is on the existing version (GUIDEcx classic) of the customer-facing portal, that project will open in a new tab and the user will have access to all of the functionality in GUIDEcx classic.

Similar navigation will also exist from the plan page in GUIDEcx classic. If a user is part of multiple projects and clicks on a project that is on the new customer portal, that project will open the new portal in a new tab.

Can my customer view attachments in Compass view?

Yes! Customers can access all attachments not marked as internal.

To access attachments:

  • Click on the attachments tab in the top navigation menu in Compass.

  • The user is prompted to either browse their machine for files or drag/drop to upload.

  • For existing files, clicking on the file itself, or the ellipses will download the attachment.

Customers can download/delete their own attachments, and download attachments loaded by other users (other customer users and provider users).

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