Manage Client Portal access
Review portal members and control which work they can see.
The portal management page lists its clients, sections, and individually shared items. All active clients in one portal see the same shared work. There are no separate client roles.
Only explicitly granted items appear. An invoice must also belong to a Contact linked to the portal's organization. Projects and signature requests must belong to the same team; a meeting must belong to that team's calendar or be shared by its host. Client uploads and files shared from the portal remain private to that portal.
Changing a Contact's email or company name does not add or remove portal membership. Manage client access on the portal page.
For access problems, Contact support.