Before you begin
Open the correct customer record and check the person’s name and email. Portal access is for your customers; team members should be invited through Settings › Members.
You need permission to manage the customer’s stakeholders and portal access.
Send the invitation
- Open Customers and select the customer.
- Add the person as a stakeholder or representative if they are not listed already.
- Choose Invite to portal beside their record.
- Review the email and customer in the confirmation, then choose Send invite.
- Ask the recipient to follow the emailed invitation and check that their portal shows the intended customer’s work. Use Resend invite if needed.
Review what is shared
Customers can use the portal to follow their own projects, invoices and agreements and the work shared with them. They should not see internal notes, other customers or your private team conversations.
Use Revoke portal access to stop the person signing in. This applies to every customer they represent in the workspace. Removing a stakeholder from one customer is a different action; the confirmation explains whether it also removes their remaining portal access.