Client Portal
The client portal is a public, read-only external view of a project. Instead of many individual links, your clients get a single overview: status, phases, sessions, media, and progress. No login required.
Enabling the portal
Section titled “Enabling the portal”- Open the project
- Click Share in the top right
- Turn on Client portal
- Copy the link (
…/share/project/<token>) and send it to your clients
The link is valid as long as the portal is enabled. Turn it off to revoke access; the link then shows a notice page (404).
Link settings
Section titled “Link settings”Once the portal is on, the same window shows the link settings:
| Setting | Effect |
|---|---|
| Copy link | copies the portal address |
| Password | Guests need the password before they see the portal. It is not shown; set a new one if needed. |
| Expiry date | After this day the link is invalid. No expiry date keeps it open. |
| Allow feedback | A field at the bottom of the portal lets your clients leave the team a message. |
| Stop sharing | turns the portal off |
Visible areas
Section titled “Visible areas”Below that you choose which areas the portal shows: overview & phases, tasks, sessions, moodboards and pages (the list is headed Sichtbare Bereiche and currently appears in German). Whatever you untick is missing from the portal.
What’s visible in the portal
Section titled “What’s visible in the portal”| Area | Content |
|---|---|
| Header | Project name, description, status, health indicator, deadline, cover |
| Progress | Progress bar from completed tasks |
| Phases | Milestones with dates and checkmarks |
| Tasks | Task titles, done or open |
| Sessions | Dates with date/time/location; if a brief is shared, a link to it |
| Moodboards and Pages | only those you have already shared publicly yourself, with a link to them |
| Media | The project’s image gallery |
| Feedback | the message field, when Allow feedback is on |
What’s not visible
Section titled “What’s not visible”The portal is read-only and shows no internal details: no comments, no editing, no pages or boards you haven’t shared yourself. It’s a deliberately curated external view.
Feedback on the brief
Section titled “Feedback on the brief”Feedback that clients leave on a shared brief page of a session (questions, change requests, approvals, comments) is opened, answered and ticked off in the session. The client sees your reply in the brief, on the device the question came from. Change requests you have ticked off no longer count as open in the project’s health indicator. More under Brief page.