Tutorial Video
Tutorial Video
Step-by-Step Instructions
Open the project.
Locate the Client portal card on the project screen.
Click Enable.
Review the dialog titled Enable Client portal.
If a client is already assigned, choose whether to invite them:
Select Send invitation email to invite them immediately.
Click Enable to confirm.
What Happens After Enabling
The client portal is created and set to active for the project.
If you selected the invitation option, the client receives an email with access instructions.
Previously shared items are automatically included:
Proposals
Invoices
Documents
Daily logs
The Client portal card updates to display:
Access entries
Message count
Manage portal button
Additional Notes
The client portal requires a Pro subscription.
Portals are enabled per project, not account-wide.
Each project supports one client portal.
If no client is assigned, you can invite one later from the Manage portal screen.
Enabling the portal does not automatically share future items.
Proposals and invoices are shared automatically when sent.
You must have Edit permission on the project to enable or disable the portal.
Troubleshooting
Client did not receive an invitation email
Confirm the Send invitation email option was selected.
Verify the client’s email address is correct.
Resend the invitation from the Manage portal screen.
Cannot enable the client portal
Ensure you have Edit permission on the project.
Confirm your account is on a Pro subscription.