The client portal is a private page with your logo and colours, where your clients can:
- see how their projects are going: the milestones and tasks you've marked Show to client
- see all their invoices, how much is due and what's overdue
- pay online, if you've switched on online payments
- print or save any invoice as a PDF
Invite someone
- Open the client and make sure the person is listed under Contacts with an email address.
- Under Client portal, click Invite next to their name.
They get an email with a link to open the portal. There's no password: whenever they want to come back, they enter their email on the portal page and we send them a fresh sign-in link.
Your portal address is shown on the client page. It looks like msmepulse.com/portal/your-workspace.
What clients never see
Internal tasks and comments, your rates and costs, other clients, draft invoices, and anything about your team beyond what you share.
Removing access
Click Remove next to the person. They're signed out straight away. You can invite them again later.
Portal users don't count as paid seats.