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Admin client portal

The Admin Client Portal allows workspace administrators to manage and configure client access to projects. From the admin side, you can control what clients see, which projects they have access to, and how they interact with your workspace.

As an admin, you can:

  • Create client accounts - Set up portal access for your clients.
  • Assign projects - Choose which projects are visible to each client.
  • Control visibility - Define what information clients can view, such as tasks, progress, and files.
  • Manage permissions - Configure what actions clients are allowed to perform within the portal.
  • Monitor activity - Track client interactions and feedback within their assigned projects.

To access the Admin Client Portal settings, navigate to Settings > Client Portal from the side menu.