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Client portal

What your clients get on their end - the client portal

Thomas Chau avatar
Written by Thomas Chau
Updated over a year ago

After you've invited them to a project and they accept the invite and sign in, Materio's client portal lets your clients see their projects and any actions requested of them, such as signing change orders, approving selections, or paying invoices. This helps them stay on track and help keep your projects moving forward.

Here is an example of what a client would see on their dashboard:
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If you'd like to see for yourself what this looks like, you can invite yourself as a client using a personal email address (not your work email that you use to sign in to Materio normally) and explore it.

If a client clicks on one of the projects, they see a limited version of the project that lets them explore the plans, specifications, costs, selections, and some finances such as their invoices and change orders.

You can also easily preview what a project looks like to your clients by following this article on how to "View as a Client".

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