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Client portal (shared space)

A private page per project, accessible by your client.

The client portal is a private space you share with your client for a given project. They see the brief, deliverables, invoices, calendar, feedbacks, and can chat with you via the built in messaging.

Enable a project's client portal

  1. Open a project (`/projet/[id]`).
  2. Click Client portal in the project menu.
  3. Enable sharing and choose what's visible (invoices, calendar, feedbacks, messaging).
  4. Generate the invite link and send it to your client by email.

Customize the look

Sidebar then Settings then Client portal. You can change the logo, main color, and displayed name. On the Agency plan, you can also customize per project via `/parametres/espace-client/[id]`.