Clients & the portal
Set up the client portal
Invite a client, share the right projects, and choose what they can do there.
- Open Clients in your organization and add a client with their contact name and email.
- Share the projects that client should see. A project you do not share does not exist as far as the portal is concerned.
- Choose their access level: View only, Comment, or Approve.
- Send the invite. They set their own password and sign in at your portal address.
What the portal looks like
The sign-in screen and the portal itself carry your name and logo, not the client’s. The interface speaks the client’s own language, set per client, independently of what your team uses.
Clients are never counted as team seats. Pro includes 10 clients and Business includes 50. Additional slot packages are not on sale yet.