Your client portal
The client portal is a branded space at /my on your workspace's web address
where your clients sign in and see only what you share with them: their
documents, invoices, quotations, projects, tasks, support tickets, signed
papers, and a secure message thread with your team. Each client sees their own
records laid out as cards, with a left sidebar for moving between apps. You
choose which apps appear and who sees them. Portal logins are free and never
count toward your seat limit.
What your clients see
When a client signs in, the home screen greets them by name and shows a Needs your attention section: only the apps that have something waiting get a card with a count, such as unpaid invoices, open quotations, orders, projects, or tasks. If nothing is outstanding, the page says they are all caught up.
A left sidebar runs down the page with your logo at the top, a link to each portal app they can open, and their name with a Log out link at the foot. On a phone the sidebar collapses into a menu behind a button. The sidebar appears for signed-in clients only. It never shows to your staff or to public visitors.
The portal apps
Each app is a card in the portal and a page under /my. An app shows only when
the workspace app behind it is turned on and you have made the card visible. A
hidden app is also an unreachable address, so a client never lands on a page
they should not see.
| Portal app | What the client does | Needs the workspace app |
|---|---|---|
| Documents | Open and download files you shared | Documents |
| Invoices | Follow, download, and pay invoices | Invoicing |
| Quotations | Review and sign quotations | Sales |
| Orders | Track their orders | Sales |
| Projects | See projects they are part of | Projects |
| Tasks | Follow and comment on tasks | Projects |
| Support Tickets | Open and track tickets | Helpdesk |
| Contracts | See recurring contracts and subscriptions | Recurring invoices |
| Signatures | Sign documents waiting for them | Signatures |
| Forms | Fill in questionnaires you assigned | Surveys |
| Messages | Message your team on one secure thread | Built in |
| My Profile | View and update their own details | Built in |
| Addresses | Manage their billing and delivery addresses | Built in |
| Team | Invite teammates and set roles (admins only) | Built in |
| Connection & Security | Change password, set up 2FA, review sessions | Built in |
The right cards for each client depend on what you connect to their contact and which apps you make visible. Set that up in Choose what clients see.
Share a single file or record instead
For a one-off, you do not need to give someone a login. Share a single record or file by secure link and the recipient opens it in a browser with no account. Treat the link like a key: anyone who has it can open what you shared. This is the same portal-link flow covered in Share files.
Turn the portal on
Availability
The portal redesign and the branded sign-in page are on every workspace. The configurable app framework, client roles, the message center, forms, and profile self-service are turned on per workspace. Ask us to enable them for yours.
Learn more
Last reviewed: 2026-07-19
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