Build a client portal
A portal is a branded app for one client, built from blocks. You choose which blocks appear, point them at your mapped fields, scope the data, and publish — usually in a single sitting.
1 · Add the client
Open Clients → Invite client. A client account is the container a portal hangs off — it holds the people who can sign in and the scope that filters their data.
- 1Invite client opens the new-account flow.
- 2Portal status: Draft, Live, or Paused.
- 3Tabs filter by status so a long client list stays manageable.
- 1Name the accountGive the client account a name. Every project, file, and invoice you assign to it is scoped to this client — PortalTable filters every block to their rows automatically.
- 2Add client contactsEnter the email addresses that may sign in. They become free client users — invite as many as you like, no per-seat cost.
- 3Leave it as a draft for nowDrafts are private to your team. You'll publish once the blocks and branding look right.
2 · What the portal shows
Every portal carries the same sections down its left rail. A section stays quiet until it has something in it, so a design retainer leaning on Projects and Approvals looks different from a fractional-ops engagement leaning on Projects and Invoices — without either of you configuring anything.
3 · Preview and publish
Use Preview as client to see exactly what the client will — scoped to their data, with nothing internal showing. When it looks right, flip the account from Draft to Live. The client gets a magic-link invite to their portal.
- 1Your logo and name — no PortalTable branding on paid plans.
- 2The client's rail — the same sections in every portal.
- 3Cards summarize just this client's projects, approvals, and balance.
you.portaltable.com and every portal is served from it over HTTPS. Set it under Portal branding. Fully custom domains (clients.youragency.com) are coming on Studio.