Portals
Client portals
Invite a client, send them a setup link, and share project plans, statements and documents alongside a two-way conversation.
On this page
Client Portal, under External, is where you give a client their own portal: shared files, statement balances and a two-way conversation with your team.
- Open
- View Client Portal — Owners, Admins and Managers by default
- Set up and change
- Manage Client Portal
Give a client access#
Make sure they are a client#
Portal access starts from a client record. If there are none, Create Client Partner, or manage clients in Client Hub.
Send their setup link#
Each client has a Portal Credential Setup Link. Copy it and send it to them; they use it to set their sign-in.
Share what they need#
Share files with the client and they appear under Shared Files. Messages between your team and the client appear in the two-way conversation.
Check what they see#
Live Inspector shows the portal as a chosen client sees it — shared files, statement balances and messages — before you send the link. Open Standalone Hosted Portal opens the real portal.
For portals beyond one client — a project, a vendor, a set of files — use the portal console.