Open Client Portal in the selected Personal or team context. Add an organization, then link the Contacts who belong to it. A company name typed on a Contact is only text; it does not link that Contact to an organization.

Choose Create Client Portal, select the organization, enter a name, and choose a URL slug. One organization can have one portal. The slug is visible in the URL; it is not a password. Portal contents still require a client login.

The new portal has no members or shared work. Add clients and share the items they should see. Linking a Contact to an organization never grants portal access by itself.

For access problems, Contact support.