Customer contacts, groups and the client portal
Add contact people to a customer and give them limited login access to see projects, invoices, tickets and contracts.
Contacts
Open a customer › Contacts and add each person (name, email, phone). Mark one as primary. The primary contact can see the portal dashboard by default.
Give portal access
On a contact:
- Grant portal access.
- Tick what they may see: Projects, Invoices, Tickets, Contracts, Dashboard.
- Share the login details. You can reset the portal password later.
Use Revoke to cut access and Activate to restore it. Changing the toggles takes effect on the next page they open.
What clients see
At /client the contact signs in and sees only their own company's records, limited to the sections you ticked: projects, invoices (with PDF), contracts (they can accept or decline), tickets and a dashboard. They can also post project messages and feedback, upload files, and read notifications. Their messages reach your team.
Customer groups
Customers › Customer groups lets you label customers (for example, retainer clients) for sorting and filtering.
Important: Portal access gives outsiders a login. Only the manage customer contacts permission can grant it. Give it to trusted staff.