This guide provides an overview of how to set up and manage your Client Portal. You will learn how to provide clients with secure access to their documents, invoices, and project updates.
What is the Client Portal?
The Client Portal is a secure, private space where your clients can log in to view their project progress, download shared documents, and manage their financial interactions with your business. It serves as a central hub for communication and transparency throughout the client lifecycle.
💡 Action Steps
Login to the main dashboard
Navigate to the Client Portal settings
How do I enable the Client Portal for a specific client?
To give a client access, you need to go into their specific client record. Locate the portal settings toggle and switch it to enabled. This will trigger the system to allow that specific user to create credentials or use a secure link to enter their private dashboard.
💡 Action Steps
Open the Clients menu
Select a specific client name
Toggle the Enable Portal switch to On
How can I customize the branding of the portal?
You want the portal to look like an extension of your own brand. Go to the portal branding settings where you can upload your company logo and select your primary brand colors. These changes will apply to the login screen and the header within the client's view.
💡 Action Steps
Click on Settings
Select Portal Branding
Upload a logo file
Choose a primary hex color
How do I share documents with my clients?
When you have a file you want the client to see, upload it to the documents tab and check the box that says 'Visible in Portal'. This ensures that sensitive internal documents stay private while the client can instantly see and download the files you intend for them to have.
💡 Action Steps
Navigate to the Documents tab
Click Upload
Check the Visible in Portal checkbox
How do clients view and pay their invoices?
In the billing section of the portal, clients can see a full list of their outstanding and paid invoices. They can click on any individual invoice to view the PDF details and, if you have a payment integration set up, they can click the Pay Now button to settle their balance immediately.
💡 Action Steps
Navigate to the Billing section
Click on an invoice line item
Click the Pay Now button
How can I manage portal permissions?
You have full control over what the client can and cannot see. In the permissions area, you can toggle visibility for specific modules like Tasks, Time Logs, or Support Tickets. Simply check or uncheck the features you want to be active for your clients.
💡 Action Steps
Go to Portal Permissions
Check or uncheck specific module boxes
Click Save Permissions
How do I invite a client to the portal?
Once your setup is complete, you need to send an invitation. Click the 'Send Invite' button within the client profile. This sends a generated email to the client with a secure link and instructions on how to set up their password and log in for the first time.
💡 Action Steps
Find the Invite Client button
Review the email template
Click Send
How do I see what the client sees?
If you want to verify the layout, use the 'View as Client' feature. This logs you into a read-only version of the portal exactly as that specific client would see it, allowing you to confirm that all shared documents and project details are displaying correctly.
💡 Action Steps
Locate the View as Client button
Browse the portal tabs to verify content
Exit the preview mode to return to admin