Client Portal
A secure, separate portal where your clients sign in to see and work their own tickets and projects — without any access to your internal organization.
- 01Client Portal overview
A secure, separate portal where your clients sign in to see and work their own tickets and projects — without any access to your internal organization.
Updated August 13, 2026 · 1 min read - 02Managing access
Grant, tune, and revoke client portal access from a contact's record — with a company-level opt-in that governs the whole client organization.
Updated August 13, 2026 · 1 min read - 03The client experience
What clients see when they sign in — a dashboard, their tickets to view and open, and their projects as a working task board.
Updated August 13, 2026 · 2 min read - 04What clients can see
The default-deny capability model — clients start with nothing and get only the specific abilities you grant, scoped to their own companies, boards, and projects.
Updated August 13, 2026 · 2 min read
Bring your whole services business together
Stop stitching together five tools. Run sales, delivery, support, and billing from one organization — with an AI assistant on every page.