Link a client to the portal
How to create a client's account for the client portal, send them their sign-in details, and what they can see and do once signed in.
Steps
Find the client
On the Clients page, find the client and open the row's actions menu. The client portal is included in the Core and Professional plans.
Create the portal account
Choose "Create Mobile Account" and enter the email the client will sign in with. The password is generated automatically; tick "Send credentials by email" so the client receives it.
Arrange the first sign-in
The client signs in to your firm's portal with that email and the password they received. If they lose it, choose "Reset password" in the client's menu to send them a new one.
What the client sees
In the portal, the client only sees their own projects and can:
- Follow each project's stages and the history of changes.
- Open and download the files in client-review stages, and approve or request changes on each one — with a note, required when requesting changes.
- See the events they attend and send a message to your firm.
The client can't upload files or edit the project. To remove their access, delete the client (the portal account is deleted with it) or contact support.