Project updates
Available
Active clients receive updates through the tools enabled for their project.
Client Portal Access
Client access information for projects, files, invoices, and next steps.
Client portal access is provided to active clients when their project workspace is enabled. This page explains how access is handled and where clients go when secure portal support is part of the project.
Portal surface: /portal
Current mode: Access information
Access model: Invite-only client access is enabled when the secure portal system is included in the project scope.
File sharing
Available
File handoff and shared resources are organized during active client work.
Invoices
As needed
Payment steps are handled according to the approved project workflow.
Support steps
Planned
Client next steps are mapped during onboarding and launch support.
Client access route map
- - Client login information
- - Invite-based workspace activation
- - Project updates and file delivery when enabled
- - Billing and approvals handled through the approved client workflow
Project progress
Available when the secure client access layer is enabled for the project.
Tasks
Available when the secure client access layer is enabled for the project.
Files
Available when the secure client access layer is enabled for the project.
Invoices
Available when the secure client access layer is enabled for the project.
Updates
Available when the secure client access layer is enabled for the project.
Client uploads
Available when the secure client access layer is enabled for the project.