đCreate your first workspace for a client
Last updated
Last updated
To invite a client to your client portal, you have to give them access to at least one workspace. So you just have to create a new Portal Workspace and then click on the left menu to invite them.
In a workspace, you can share:
Resources: files, external app embeds, notes, links, folders
Tasks
If you don't want to use the task section in a workspace, just leave it blank, the client won't see it unless you create a task.
By default, we've created for you a sample portal Workspace called "Template".
Click on "Client Portal" in the menu and you'll see it. Customize this workspace by setting up your desired folder structure + any resource you would like to share with all your clients (company presentation, calendly embed...).
Quick tips
You can drag & drop an item to change its position or put it inside a folder
To remove an item, simply hoover on it and you'll see a cross icon and contextual menu (top right)
1) If you already have a project created, you can create the portal workspace from there. Simply click on the "portal workspace" tab. The project and portal workspace will be automatically linked.
2) You can also create the workspace from scratch. Head to the "client portal" app > click on "new workspace"
Now don't forget to select your template here so you don't start from scratch
