How to give a customer their own client portal login
A customer asking "what's the status of my order/contract?" is a question you can answer once by giving them their own portal login, instead of answering it by hand every time.
- 1
Open the customer's record from your pipeline or a search, and scroll to the "Client portal access" section.
Screenshot pending
"Client portal access" section on a customer's detail page, showing the empty-state form with an Email field.
- 2
Confirm or enter the customer's email address, then select "Send portal invite."
- 3
Your customer receives a sign-in link to their own branded portal, showing their order/contract status only — never your other customers' data or staff-only detail.
- 4
To resend the invite or remove access later, come back to this same section — you'll see "Resend invite" and "Revoke access" once a login has been granted.
Client portal access is included on every plan, at any number of customers — it isn't capped by tier.