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What is the Client Portal and how can I use it?
What is the Client Portal and how can I use it?

What is my branded client portal and how can I use it with my clients?

Updated over a week ago

Two-minute Client Portal Overview

Client Portal Benefits

  • Share project access to your clients in an interface with your own branding.

  • Give an easy-to-use interface for clients to see their project's invoices, documents and past activity timeline.

  • Share key documents and links with Clients. Learn More

  • Let clients easily upload files to share with you on your project. Learn More

How do I enable my Client Portal?

You can enable your client portal from your Account Settings page:

How do my clients access my Client Portal?

Clients can easily access your Client Portal anytime from the proposals/contracts or invoices you send them.

Additionally you can easily link to your Client Portal by copy/pasting the link from your account settings:

How do I update my Client Portal branding?

First, make sure that you have enabled "Whitelabeling" in your Branding settings so that it is set to "Show Your Brand". Save your changes and this will ensure that clients see your branding in your emails to them, as well as on all client-facing pages.

From there, make sure your "Company Logo" has been saved in order to ensure your correct logo is used.

To update the background image on your Client Portal, go to your Client Portal settings page and upload a new image:

Can I see what my client portal looks like?

Yes! There's 2 ways you can do this:

  • Visit your client portal link to see the login screen and your own branding/background settings.

  • Click the link to "View as Client" from any of your projects to preview the limitations of their project dashboard.

Client Access to the Portal

That's it. Once you've updated those settings you can be sure that your client will see your Client Portal all within the context of your brand.

Your clients can log in using the email you've set as their primary contact email:

And then view their active projects with you:

Other Client Portal Questions:

Can I revoke access to the Client Portal for one client? If that client is archived will they still have access?

If you archive them or change the email address on the client, they will no longer have access to your client portal.

Is the log in process for clients always a secure link, as opposed to a username and password?

At this time, we always use a secure email link as a means to access the client portal both for security reasons (particularly with more sensitive client project data) and for convenience.

If a client has several contacts, can all the contacts use the portal?
Every contact on a client in your account can access the client portal. So, if you have a project with Smith & Co and there are 2 contacts (john and jane) in their client details, then both of those contacts will be able to log into your portal.

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