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The client portal is where your clients see their work. It shows the live site for each of their projects, with a comment panel beside it, under your agency’s name, logo and colour. One calm page per project.
Client invitations and the client portal are available on the Agency and Enterprise plans.

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How a Client Arrives

1

The invitation e-mail

You invite the client from the agency console or the project’s People tab. They receive an e-mail under your agency’s name.
2

The invitation page

The link opens a page naming your agency, the project and the invited e-mail address, before the client has an account.
3

Sign up or sign in

The client signs up or signs in with the invited address. Where it’s enabled, they can ask for a one-time sign-in link instead of choosing a password.
4

The portal opens

The client lands in the portal for their projects.

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What the Client Sees

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Their projects

The portal lists the client’s projects under your brand. If they have only one, it opens straight away.

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The live site

Each project page shows the published site in a frame.
  • If the project isn’t published yet, the portal says so instead.
  • While a new publish is landing, the site stays visible and a bar says it is updating.
Publishing is the release. The client always sees what is live at the project’s address, never a draft.

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The comment panel

Beside the site is the comment panel, where the client can:
  • Drop a pin on a spot on the page and comment on it
  • Leave a comment about the whole site
  • Read your team’s replies and reply back
  • Mark their own comment as done, or reopen it
  • Select Looks good when they’re happy
See Commenting & Feedback for how pins and threads work.

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Focus mode

Focus mode puts the site full screen, with the comment panel at its side. It works on phones too: when a client places a pin, the panel moves aside so the comment bubble stays visible.

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Help

The portal’s Help link writes to your agency’s contact e-mail, so client questions come to you.

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What the Client Never Sees

  • The builder, prompts or chat
  • Files and code
  • Deploy and hosting details
  • Your other team members or other clients
  • Credits, spending or billing
Clients don’t take a seat on your plan and never spend your credits.

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After a Hand-off

When you hand off a project, the client’s project page gains a small menu:

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Preview the Portal as Your Client

Your team can open the client view of any project to see exactly what the client sees. On the Accounts page, the team sees a note that only the client changes accounts there; the team uses App users in the builder. You can also preview your portal’s branding in Brand & Communication before inviting anyone.

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Next: Client Hand-off & Sign-off

When the work is finished, you can formally hand the site to the client and ask them to sign it off.

Client Hand-off & Sign-off

Hand a live project to your client, get their sign-off, and share Traffic and Accounts.