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Client Portal

Your clients get a clear view of their projects. You stay in control of what they see.

How It Works

Each client gets a dedicated dashboard showing their projects, shared files, invoices (if the invoicing module is active), and a communication thread. Permissions are enforced at the resource level — clients cannot see data belonging to other clients or accounts.

Authorization is handled by Ory Keto, which means fine-grained access control without custom authorization code in your application layer.

Integration with Other Modules

When the invoicing module is enabled, clients can view and download their invoices directly from the portal. No separate login, no separate system.

File sharing supports collaborative deliverable review — clients can comment, and staff see those comments in the staff interface.

Features

Per-client dashboard
Project visibility and status
File sharing and collaboration
Communication threads
Invoice viewing (requires invoicing module)
Fine-grained permissions via Ory Keto
Full account-level data isolation
Separate auth flow for client users