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Client Portal & Projects

< 1 min read

How It Works: #

  • The Client Portal is a central dashboard for each client where they can:
    • See their projects
    • Track their invoices, contracts, support tickets, etc.
    • Access any module you’ve enabled for them
  • The Projects module is a backend tool for your team, where you manage tasks, deadlines, files, milestones, time tracking, and link them to specific clients.

🔗 How Projects Appear in the Client Portal: #

When a project is created and assigned to a customer, it becomes visible to that customer in their Client Portal, under the “Projects” section.

They can:

  • View progress, tasks, deadlines (based on what you allow)
  • See milestones and % completed
  • Comment or reply to discussions
  • Upload/download related files

🧩 Permissions You Control: #

In Setup > Settings > Customers, you can define:

  • Whether clients can see projects
  • If they can view tasks or only the overall project status
  • Whether they can leave comments, upload files, etc.
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