Client portal access and sharing

Control access to client-facing project resources and explain what clients can view.

Grant access

Portal users access shared workspace resources with client credentials. Initial access may require the client to change a temporary password. Follow the sign-in instructions sent by your organization.

Choose what to share

The portal can present shared documents, project information, files, invoices, meetings, and messages. Availability and limits depend on the organization's plan and configuration.

Review access

Use organization controls to manage client access. Do not share internal-only material through a client-facing record.

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