Help center · 2 min read
Client portal
Share a private link for review, approval, comments and materials.
Client portal
The portal reduces scattered message threads. The client accesses a private link tied to one client and can follow the calendar, content, public comments and material requests.
Share safely
- Open the client detail.
- Generate or copy the approval link.
- Send the link by email or direct message to the correct contact.
- If you suspect it was shared improperly, revoke the link and generate another.
Do not publish the link on an open website, advertisement, public document or uncontrolled group. Revoking a link blocks new access but preserves the work history.
Mobile navigation
The portal was designed for mobile viewports. The client can open a content block, review the conversation and approve in a modal without scrolling through an entire stacked page. Test the link in mobile Chrome, Edge and Safari before beta.
Client actions
- Approve: confirms that the version is ready.
- Request changes: requires a message explaining what needs to change.
- Comment: keeps context next to the post.
- Send material: allows files to be attached when requested.
The portal does not show access codes, internal notes, administration settings, contract values or data from another workspace.