Mejorado Client Portal

Client Portal is open to every team member

Every member who can use Client Portal can open and preview portals, and members with edit access can create and change them. Portals are now set up from their own page.

Client Portal was limited to team admins. Every member who can use the area now sees the team's portals and can choose View as client to preview one. Members with edit access to the team's work create portals, invite clients, share work and make plans.

New portal asks only for the client's name and makes the portal's address from it. Create a portal on a Contact's page starts one for the Contact's company. On a portal's page, each kind of shared work has its own band with a Share button, and Invite client invites a Contact by their main email or anyone by email. The portal's name, client sign-in, welcome message, colour and logo change from More, then Edit details…, and the sections clients see from More, then Sections clients see…. Archive portal… signs every client out and keeps everything in the portal.

In the portal, clients see a section's tab only when something is shared in it, and the Overview lists what they have to do: their steps, invoices to pay and documents to sign.