Client portal
Client portal (staff view)
Staff see all portal threads. Customers only see their company’s messages, documents, and invoices.
- Open Client Portal in the CRM to read threads. Reply from a thread. That is the customer-facing inbox.
- Grant portal access from a company page (email of the customer). They sign in at /portal on your workspace host.
- Sending a proposal or sharing a document/invoice is what makes those items appear for the customer.
- Do not put internal notes in a portal thread if the customer should not read them. Use project notes or support notes instead.