Client portals

Share branded, read-only or comment-only views with clients and partners.

In this issue

04The overviewShare branded, read-only or comment-only views with clients and partners.
10What's included5 highlights
16How it works4 simple steps
22Good to know1 things to check

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Report · COL-11

Feature report: Hotkey Labs

Rev. A

Subject: Client portals
Prepared by: Hotkey Labs
Section: Collaboration
Status: Verified

1.Summary

Client portals give customers and partners a clean, branded view of exactly the work they need to see. Collect approvals, answer questions and share files without exposing your internal workspace.

2.Procedure

2.1Create a portal and add your branding
2.2Choose which projects and fields to share
2.3Invite clients by email
2.4Collect feedback and approvals in one place

3.Findings

#	Result	Status
3.1	Custom domain and branding	Pass
3.2	Unlimited free guests	Pass
3.3	Approvals and sign-off flows	Pass
3.4	Per-portal permissions	Pass
3.5	Activity notifications for clients	Pass