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 · Choose blocks
Blocks are the feature modules a client sees down the left of their portal. Add only what a client needs — a design retainer might use Projects, Approvals, and Files, while a fractional-ops engagement leans on Projects and Invoices.
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.
- 2Only the blocks you enabled appear in the client's rail.
- 3Cards summarize just this client's projects, approvals, and balance.
clients.youragency.com) over HTTPS with an automatic certificate. Set it under Portal branding → Domain.