Client portal
Client portal (customer)
Customers land on /portal: messages, shared documents, invoices. They never see the CRM menu.
- Sign in with the email that was invited. Set a password via the email link if this is the first time.
- Home shows conversations, documents, and invoices. Open a thread to reply.
- Invoices and documents listed here were shared by the workspace on purpose.
- If you cannot see a quote, ask the team to send the proposal rather than emailing a file only.