Does my client need an account?

No. They get in with the link you send them, with no account and no password. That is why the link expires after 30 days and you can revoke it whenever you want.

What exactly does the client see?

Their issued, paid and overdue invoices, with your organization’s branding. They do not see projects, tasks, hours, costs or the team’s conversations.

Can they approve an invoice from the portal?

Yes. They press “Approve”, type their name and email, and the action is sealed with the date, their IP and a fingerprint. Approving an invoice does not mark it as paid: you do that in Finance.

How do I cut off access if the link is forwarded?

From the “Client portal” card on their detail you press “Revoke” and the link stops opening at once. You can generate another whenever it is needed.

App

Client portal

A door for the end client: they see the state of their projects, deliveries and invoices without entering your space.

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What you can do

Create the portal link

So the client can check their documents without asking for screenshots or a password.

Understand what the client sees

So nothing extra gets shown by accident.

Decide which documents reach the portal

So the client sees what has been presented to them and nothing else.

Collect an approval

To have it in writing that the client gave the go-ahead, and on what date.

How it works

Create the portal link, in three steps.

1
Open Clients and go into the record of whoever needs it.
2
On the “Client portal” card, press “Create link”.
3
Copy it before closing the notice: the link is shown only once.

How to use it

The Client portal steps, one by one, are in the manual.

Read the Client portal manual

What is included

The client follows their projects and deliveries
The client checks their invoices
The client opens and follows their requests

What it solves

Your client asks you for a screenshot of the invoice. The portal gives them a page with their documents, with your organization’s branding, without having to create an account or remember a password. You generate a link from their detail and send it however you talk.

Who it is for

For anyone who works for clients who are not on the team and wants them to view, approve and sign without entering the workspace. Every client has their own link, so cutting one does not affect the others.

What the client sees, and what they do not

The portal shows their invoices: issued, paid and overdue ones; a draft does not appear, and neither does a voided one, so nobody is invited to pay what is no longer owed.

It does not show projects, tasks, hours, costs or the team’s conversations. This is stated here because the portal is designed not to show too much.

Approving and signing

The client can press “Approve” on an invoice. They type their name and email, and the action is sealed with the date, their IP and a fingerprint, so you have in writing that they gave their go-ahead and when. Approving an invoice does not mark it as paid; you do that in Finance.

Link security

Whoever has the link gets in, because there is no password. That is why the link is shown only once when generated, expires after 30 days and is revoked instantly from the client’s own card. Revoking does not close the door forever: you generate another link whenever it is needed. The portal’s logo and colors are changed in the organization settings.

Frequently asked questions

Does my client need an account?: No. They get in with the link you send them, with no account and no password. That is why the link expires after 30 days and you can revoke it whenever you want.
What exactly does the client see?: Their issued, paid and overdue invoices, with your organization’s branding. They do not see projects, tasks, hours, costs or the team’s conversations.
Can they approve an invoice from the portal?: Yes. They press “Approve”, type their name and email, and the action is sealed with the date, their IP and a fingerprint. Approving an invoice does not mark it as paid: you do that in Finance.
How do I cut off access if the link is forwarded?: From the “Client portal” card on their detail you press “Revoke” and the link stops opening at once. You can generate another whenever it is needed.

Pick your plan

You pay per person per month. See Pricing for what each plan includes before you use Client portal.

Free
€0per person per month
Team
€7.95per person per month
Pro
€14.95per person per month

Compare the plans