Working with clients
Preview the portal as your client sees it
Open the portal in read-only mode to check everything before you share.
Updated 12 May 2026
Quick summary
One or two sentences describing what the user accomplishes by following this article.
Steps
- Step one.
- Step two.
Related
See related links below.
Related articles
Share your portal link — what your client sees
Send the link, walk your client through phone-number login, and let them explore.
Customize your client portal — logo and colors
Make every client portal feel like yours with a logo, primary color, and contact details.
Send your first design for approval
Upload a design, send it through the portal, and get a one-tap client approval.