The client portal provides a centralized, branded space where clients can access project information, view invoices, share files, and communicate with your team. It simplifies collaboration by keeping everything in one place and accessible through a secure link.
Clients can interact with projects, track activity, and complete actions without needing separate tools or email threads.
What the client portal includes
The client portal gives clients access to key project information and collaboration tools. Clients can:
View invoices and billing status
Track project activity and updates
Collaborate on tasks (if enabled)
Send and receive messages
Turn on portal access
To enable the client portal:
Go to the Client Portal page
Enable portal access
Custom image size limitations
When adding custom images to your client portal:
Max file size: 4 MB
Max width: 2000px
Accepted formats: JPG/JPEG or PNG
These guidelines ensure your images display correctly and maintain portal performance.
Share access to the client portal
How clients access the portal
Clients can access the portal through:
Links included in proposals, contracts, or invoices
A direct portal link you share
Copy and share the portal link
To share a direct link:
Go to the Client Portal page
Copy the portal link
Share it with your client
Access is provided through a secure email link.
Additionally you can easily link to your Client Portal by copy/pasting the link from your Client Portal page:
Customize client portal branding
Update branding settings
You can customize the portal to match your brand. To update branding:
Ensure your branding settings are enabled
Upload your company logo
Adjust portal styling
Add custom images
You can upload background and banner images. Image requirements:
Maximum file size: 4 MB
Maximum width: 2000px
Formats: JPG, JPEG, PNG
Control client visibility and access
Manage client-specific settings
You can control what each client sees in their portal. To manage access:
Go to Client Portal
Navigate to Portals
Select a client
From here, you can:
Enable or disable portal access
Control visibility for:
Tasks
Project progress
Billing and invoices
Team members
Use global or custom settings
You can apply global defaults or override settings for individual clients.
Display project progress
Configure progress tracking
You can choose how project progress is displayed to clients. To set progress visibility:
Go to Client Portal
Open the Preferences tab
Select a progress tracking method
Options include:
Budget-based progress
Task completion percentage
Timeline-based progress
Communicate using client messaging
Enable messaging
To enable messaging:
Go to Client Portal
Open the Preferences tab
Enable Client Messaging
Send and receive messages
Once enabled:
A Messages tab appears in projects
You and your clients can send messages
Files, links, and images can be shared
All messages are stored in a single thread for each project.
Once client messaging is enabled, you'll notice a 'Messages' tab within your individual projects. This is where you can send and receive messages with your clients:
Clients receive email notifications and can:
Reply from the portal
Respond directly from email
When they click on the email notification, it will redirect them to the 'Messages' tab in the client portal, where they can read your message and respond.
If they wish to reply, they can draft a response directly within the portal and send it back to you.
Once the client has responded via email, it will appear in the message on your project:
Please note that Collaborators cannot access the 'Messages' tab on projects. Additionally, any Owner, Partner, or Project Manager who is not listed on the project’s 'Team' page can view the messages, but they cannot send messages.
View the client portal as a client
Use preview mode
Before granting access or making changes live, you can preview exactly what a specific client will see in their portal. This helps you verify visibility settings, permissions, and layout without affecting real data or client activity.
To preview a portal:
Go to Client Portal
Navigate to Portals
Select a client
Click Preview
What preview mode allows
✅ View layout and visibility settings
✅ Confirm access and content
Preview mode does not allow:
❌Sending messages
❌Editing data
❌Completing actions
How clients use the portal
Client experience overview
When clients access the portal, they can:
View active projects
Access billing and invoices
Upload and download documents
Project-level views
Within each project, clients see:
Overview tab:
Activity timeline
Shared documents
File uploads
Billing tab:
Invoice status
Payment options
Tasks tab (if enabled):
Shared tasks and progress
FAQs
Can I revoke access for a client?
Yes. You can disable access or update client details to remove access.
How do clients log in?
Clients access the portal using a secure email link.
Can multiple contacts access the same portal?
Yes. All contacts associated with a client can access the portal.
Can collaborators send messages in the portal?
No. Messaging is limited to specific roles assigned to the project.