Client portal
Give clients a controlled view of progress, documents and handover information.
Invite a client and check their view
The client portal opens through a project-specific access link supplied by the company. The client does not need an internal workforce account. Access depends on an active client and access record, a valid link and the company’s feature availability. If a link expires or is replaced, ask the company for the latest one.
For the internal team: set up the Client record and access, then review the project’s client-visible records before issuing the link. For the client: open the link, confirm you are looking at the correct project, and use the available sections to review progress, documents and other shared information. A project-bound session does not open every company project.
The company grants project access; each shared record must also pass its own visibility and status rules.
Understand what can be shared
Portal sections depend on enabled features. Visibility is checked per record as well as by status. Approved current DPRs and approved/closed inspections must be marked client-visible. Client-visible IPCs appear when certified or paid; change orders when approved. Punch items, RFIs and submittals have their own visibility rules, so do not apply a blanket “all approved records are visible” rule. Shared documents and closeout evidence must meet document visibility and approval rules. Internal wage rates and private operational details are not a general portal feed.
Clients can download supported documents and PDFs and upload files through the portal’s document controls. Uploaded documents go through internal review; an upload is not automatic approval. After handover, the portal can show the handover pack and DLP dates. During the active DLP window, the client can submit a defect with the offered details and evidence. The internal team still reviews, fixes and signs it off. See Closeout and DLP.
Use the portal’s available summary preferences for client updates. If an expected item is missing, ask the project team to check its project, status, client-visible flag and feature access. Do not make unrelated confidential records visible to solve a single missing-file problem.