The client-facing portal view
Jonathan Ramos avatar
Written by Jonathan Ramos
Updated over a week ago

So you've enabled your project portal — now, let's take a look from the lens of your client.

After you've enabled the portal, your client will receive an email inviting them to the workspace. They'll be greeted by the welcome message that you've set when they first enter.

Your clients will now have access to the project workspace based on the accesses you've given in the portal settings, and they can switch between the different tool tabs to get a birds-eye view of the progress.

On the left navigation panel, your clients will have quick access to your contact information which is pulled from your business information in your account settings. Or they can book time with you if you've enabled the Scheduler in the portal settings.

💡Pro tip: your client has the convenience of switching between multiple project portals if they are associated with more than one project. This feature will make managing their projects a breeze!

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