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Setting Up Your Client Portal Link

You Client Portal Link provides your clients with one consistent place to access their projects and creates a smoother, more professional experience.

Shanna JM avatar
Written by Shanna JM
Updated this week

Follow the steps below to add a Client Portal Login link to your website.



Step 1. Open the Invite Clients panel

Log in to your DesignFiles account and look towards the upper right. Then click Invite Clients, located to the left of the search bar.


Step 2. Select “Client Login Page"

In the window that appears, choose Client Login Page under Which Page Do You Want to Share?

This option provides a universal login link clients can use at any time.


Step 3. Copy Your Client Portal Link

Click Copy to copy your unique Client Login URL.


Step 4. Add the Link to Your Website

Go to your website builder and create a new navigation item titled Client Portal Login.

Most designers place this link in the top-right corner of their site header for easy client access.

Paste the link you copied from DesignFiles into this button or menu item.

That’s it! Setup complete!


What Your Clients Will See

When clients click your Client Portal Login link, they will land on your branded login page:

If your client already has login credentials

They simply enter their email and password, then click Login to access their project dashboard.


If they haven’t set up a password yet

They can click Request Instant Access Link and enter their email to receive a secure one-time login link.


Note: This login page will display your logo and brand colors as long as you’ve added them in Account Settings → Branding.


Why This Matters

These simple steps give your clients clean, reliable access to their project workspace, all from a link on your own website.

It’s professional, seamless, and removes confusion about where to log in.


Pro Tip

Add your Client Portal link to your email signature too.
It’s an easy, always-visible reminder for clients on where to check in.

If you need any help, just reach out to the team on the live chat. We are always happy to help.

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