Using Project Portals
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Project portals are a helpful way to organize all items related to a project in one place.

Project portals are collaborative so any contacts you add will receive notifications when files are uploaded into a project, or when chat messages are sent.

Creating a project

Click the 'New' button in the top navigation or the 'Create a project' button in the Projects Dashboard.

Fill in the required fields (*), any additional fields, and your preferred icon to complete your project. Then click the 'Create' button to save your project.

Managing your project

Once your project has been created, you can start managing your admin and tasks in the space. All items will be neatly organized in the project dashboard.

Show only what you need

Customize your project and show only the tools that are most relevant to your workflow.

You can also customize tool labels and reorder to your preference.

Managing collaborators

You can set permission levels for the contacts you add to a project:

  • Admins have full access to project settings and can add/remove people. Admins will not have access to documents shared between you and your clients unless they've been given access.

  • Collaborators can view documents they were given access to, participate in the project chat, and see all project files. Collaborators can manage their own tasks and time tracks within the project.

  • Clients will be invited into the workspace where they can participate in the project chat, see all project files, and view shared documents when the Project Portal πŸ’Ž is enabled.

Note: the admin and collaborations permission levels are best suited when working with other Indy community members.

Setting up and enabling your portal πŸ’Ž

As a Pro feature, you can invite your clients into this workspace where they can stay aligned on tasks and deliverables, share files, and collaborate with real-time chats. This will allow you and your clients to work seamlessly throughout the lifetime of the project.

πŸ›  Project Portals are currently in Beta. Your feedback is vital to helping us make it better.

Choose what you want your clients to see

Access your Portal settings to set the level of access your clients have to the project workspace.

You can even add a scheduling link so your clients can conveniently book time with you.

Enabling your portal

Flip the switch to send an email to your clients inviting them to the project workspace.

Make sure to write a welcoming message that your clients will see the first time they enter.

Take a look at the project portal view from your client's perspective here. πŸ‘€

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