The client portal

Let clients follow their projects, see the hours worked, and find your quotes and invoices.

The client portal gives your clients one place to see how their work is going, without emails asking for updates.

What clients see

  • The projects you share with them: how many tasks are done, what's in each column, and what's due in the next two weeks.
  • Hours worked on those projects, from approved timesheets only, by month and against the planned hours.
  • The quotes and invoices you've sent them, ready to print or save as PDF. Drafts never show.

They don't see your other clients, your other projects, people's costs, or anything you haven't shared.

Setting it up

Open the client in CRM → Companies. In the Client portal box:

  1. Tick the projects to share. A project needs this client set on it.
  2. Invite contacts at the client by email (admins and the owner). They join as free guests and land on the portal.
  3. Choose Preview to see exactly what they'll see.

To stop someone's access, choose Remove next to their name.