Portal Builder
Configure the client portal, project visibility, forms, files, updates, invoices, action items, and CSAT.
Portal Builder
Portal Builder controls what customers can see and do in the client portal.
Navigation
Open Settings > Portal Builder, or go to /settings/portal.
Portal Areas
The portal can expose selected project information, such as:
- Project overview.
- Plan, phases, and milestones.
- Team members.
- Status updates.
- Documents and files.
- Action items.
- Chat.
- Hours.
- Invoices.
- Forms.
- CSAT surveys.
Visibility Rules
Only records intended for customer visibility should be shown in the portal. Drafts, internal-only notes, private files, and internal financial context should stay hidden unless explicitly configured for sharing.
Common Workflows
Configure Portal Layout
- Open Settings > Portal Builder.
- Choose the sections customers should see.
- Reorder sections if supported.
- Save the configuration.
- Review the customer-facing portal before inviting contacts.
Invite a Customer
- Open the relevant project.
- Confirm the customer contact and email.
- Send a portal invite.
- Confirm the customer has access only to the intended project data.
Collect CSAT
CSAT surveys can be requested around milestones or project completion. Use them to capture customer satisfaction and delivery feedback.