Common questions about the Client portal
Short answers about who can see what in the client portal and how clients sign in.
Updated
Can a client see projects I haven't shared?
No. A client sees only the projects they have been added to, and only the parts switched on for each.
Why can't I add anyone to a project?
The project needs a client, chosen in its settings under Billing, and that client needs people in the CRM. Someone without an email address can't be added.
Who can change portal access?
Owners and admins. Everyone who uses the CRM can see a client's Client portal section.
A client lost their password. What do I do?
They can use Forgot it? on the sign-in page. You can also open the menu beside their name and choose Send a reset link or Temporary password.
Can I stop showing a client's invoices?
Yes. They show by default; turn off Show invoices and proposals in the client's Client portal section.
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