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Link a client to the portal

Give a client read-only access to their projects via the portal.

Steps#

  1. Open the client

    From the clients page, click the client you want to link. Make sure their email is set — that's the address the invite goes to.

  2. Enable portal access

    Click "Send portal invite" (or the equivalent toggle). Vellum creates a Firebase user with their email and emails them a temporary password.

  3. Share the portal URL

    If the email doesn't reach them, you can also send the portal URL manually — they sign in with the email + temp password, and are forced to set a new password on first login.

What the client sees#

Once linked, the client can sign in to the portal and see only their projects:

  • Each project's current stage and history of stage transitions.
  • Files marked as visible to clients.
  • Events they were added to as an attendee.

They cannot create or edit anything from the portal — it's strictly read-only. To unlink, remove the Firebase user reference from the client record (contact support if you don't see a UI for this).