How to Send a Client Portal Link
The Client Portal gives your clients a secure, self-service way to view invoices, proposals, contracts, project updates, and milestones. Sharing a portal link is simple and only takes a few clicks.
Step 1: Go to the Client's Detail Page
Navigate to Clients, then click on the client you want to share portal access with.
Step 2: Click "Send Portal Link"
On the client detail page, look for the "Send Portal Link" or "Share Portal" button. Click it to generate and send the portal link.
Step 3: Client Receives the Link
The client will receive an email with a unique, secure URL. When they click the link, they'll access their personalized portal where they can:
- View and download invoices.
- Review proposals.
- Read and acknowledge contracts.
- Track project milestones and updates.
- Mark invoices as paid.
Portal Security
The portal uses a token-based authentication system with double verification. When a client accesses the portal for the first time, they may be asked to verify via a 6-digit code sent to their email. This ensures only the intended recipient can access the data.
The client must have a valid email address on file for the portal link to work. Make sure the client's email is correct before sending.