Client Portal
Give clients a project-scoped, read-only view of approved progress, reports, inspections, photos, and documents through a secure link.
Use this when: You want to give a client a secure, read-only view of their project without exposing internal data.
Client access is external, tied to a single project, and completely separate from your internal accounts. It shows useful project information while keeping procurement, labour, finance, and AI details private.
Setting Up Client Access
- 1
Create the access
An admin creates a client access record from the Clients area or a project's Clients tab.
- 2
Generate a secure link
A unique link is created. The full link is only shown when it is generated, refreshed, or sent — it is stored safely, never in plain view.
- 3
The client verifies
The client opens the link and receives a secure portal session.
- 4
The client browses
They see the project dashboard, approved daily reports, inspections, photos, documents, and summaries.
- 5
Revoke or refresh anytime
Admins can revoke access or rotate the link whenever needed.
The Visibility Boundary
| Visible to the client | Hidden from the client |
|---|---|
| Project name, status, location, dates, completion | Vendor names and supplier contacts |
| Approved stage and milestone summaries | Material unit rates and internal cost lines |
| Approved daily reports and visible photos | Labourer identities, wages, and payroll |
| Approved, client-visible inspections | Internal notes and AI analysis |
| Client-visible photos and documents | Draft or unapproved documents |
The external view is intentionally limited
Client trust depends on clarity and sharing only what is meant to be shared. When in doubt, keep it internal.