Back to help›Set up the client portal

Set up the client portal

Enable the portal, invite contacts with secure sign-in links and adjust its appearance.

1. Enable the portal

   Select the workspace and open Settings → This workspace → Client portal → Access & features. Turn on Enable portal, choose the features clients may see, then choose Save Changes.

2. Configure the portal address

   In Settings → Your company → Web addresses, enter Subdomain, select the intended workspace or Organization default under Scope, then choose Add portal URL. Confirm the address before inviting contacts.

   Good to know: The portal must be enabled and have a configured URL before invitations can be sent. The invitation dialog links back to Portal settings when setup is incomplete.

3. Invite a contact

   Open Contacts, open the contact record and choose Invite to portal. In Invite contacts to the portal, check the recipient and choose Email next 1 invite. The email contains a secure sign-in link. For a link you deliver yourself, select the contact under Single portal link and choose Copy link.

   Good to know: Invitations require a valid contact email, contact edit access and permission to issue portal sessions. Treat sign-in links as private. Manage portal access on the contact record lets authorized staff revoke links and sessions.

4. Check what the client can see

   The portal shows records permitted by the contact’s Portal scope and the workspace’s feature switches. Clients can follow tickets and reply; ticket creation, invoices, quotes, contracts, projects and assets depend on the enabled features and applicable access.

   Good to know: A client’s view is separate from the staff app. Enabling a feature does not give a contact access to every client’s records.

5. Adjust the appearance

   Open Client portal → Branding override. Set Main color, Accent color and Welcome message on the client portal, then choose Save Changes. Use the image controls for the logo and favicon. Organization defaults live in Branding; workspace overrides apply to the selected workspace.