How PortalTable works

PortalTable is where your client work lives — and it turns that work into a branded portal each client logs in to. Your workspace holds clients, projects, approvals, files, and invoices; clients get clean, scoped software with your name on it.

The mental model

There are two sides. Your workspace holds the data — clients, projects, approvals, files, invoices, updates. Each client portal renders a scoped slice of that workspace as a finished app — under your brand and your domain.

Your workspace

Clients, projects, tasks, approvals, files, and invoices — everything your studio delivers, in one place.

Scoped access

Row-level rules ensure a client only ever sees their own work. Nothing internal leaks into a portal.

Client portal

A branded web app per client. Blocks like Projects and Approvals turn your work into an experience clients understand.

One source of truth

Your workspace is the single source of truth. Approvals, comments, uploads, and invoice status all land in the same place your team already works — nothing to sync, nothing to reconcile.

The agency console

Everything you manage lives in the console — the admin side only your team sees. The left rail splits into Workspace (Overview, Clients, Projects, Approvals) and Delivery (Files, Invoices, Messages), with portal settings below.

The console Overview — your whole book of client work at a glance.
1Workspace switcher — your agency and seat count.
2Primary nav, grouped Workspace and Delivery.
3New project and Invite client live top-right on every page.
4KPI cards summarize MRR, live portals, and outstanding invoices.

If you're brand new, start with Build a client portal — onboarding seeds your workspace with sample data, so you have something to explore before inviting a real client.

Terms you'll see

Workspace: Your PortalTable workspace — clients, projects, and everything you deliver. One workspace can power many client portals.
Portal: A branded app for one client. Always free for unlimited client users.
Block: A feature module inside a portal — Projects, Approvals, Files, Invoices, Messages.
Scope: A row-level rule that filters your workspace down to a single client's records.
Client user: A person on the client side who signs in to a portal. Never billed.

Build a client portal

Turn your workspace into a client-facing app.

Brand the portal

Logo, colors, and domain.