How to Invite Clients to Their Dedicated Portal
Onboard client contacts with unlimited free guest accounts, send welcome emails, and set portal visibility controls.
Read Full Guide
→
Category Archive
Client Portal
Best practices for onboarding clients, configuring dedicated portals, and setting up secure guest access.
3 Published Guides
Articles in this Category
← Return to All CategoriesHow Clients Access and Navigate the Portal
A complete orientation for client guests on reviewing active milestones, submitting briefs, and approving files.
Read Full Guide
→
How to Customize Client Permissions and Visibility
Control exactly what clients see: toggle milestone roadmaps, internal task discussions, and file vault access.
Read Full Guide
→