Support

Learn how to turn on the client portal so your clients can view project updates, documents, and invoices in one place.

How to Enable the Client Portal for a Project

Learn how to send a portal invitation to your client so they can access project updates, documents, and invoices.

How to Invite Clients to the Portal

Learn how to share proposals, invoices, documents, and daily logs to your client's portal — and what gets shared automatically.

How to Share Items to the Client Portal

Learn how to remove shared items from the portal, revoke client access, preview the portal, and disable it when needed.

How to Manage Client Portal Access and Shared Items

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Client Portal

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