Setting up the client portal

Give clients visibility without giving them your internal workspace.

Create client logins

1. 1Open Settings › Users & roles.
2. 2Add a user with the Client role and link them to their client organisation.
3. 3Send them the portal address: /portal on your site.

What clients see

• An overview and progress.
• The current strategy and priorities.
• Tasks that need their action or approval.
• Reports, documents and meetings.
• Comments you mark as client-visible.

What stays private

• Internal notes and internal comments.
• Draft strategy sections and unreviewed AI drafts.
• Other clients, and your internal financial information.

Approvals

When a task is set to Client Review, the client sees what needs approval, why it is recommended, what will happen and any evidence. They can Approve, Request changes, Reject or comment. Who decided, when, and the decision are saved permanently in the activity history.