Control what clients can access in the client portal.
Permission levels
- Full access — See all projects, invoices, and files
- Limited access — See only assigned projects
- Invoice only — See only invoices and payments
How to set permissions
- Go to Clients
- Select a client
- Click Portal Settings
- Choose the permission level
What each level can do
| Action | Full | Limited | Invoice Only |
|---|---|---|---|
| View projects | ✅ | ✅ (assigned) | ❌ |
| View invoices | ✅ | ✅ | ✅ |
| View files | ✅ | ✅ (assigned) | ❌ |
| Approve milestones | ✅ | ✅ | ❌ |
Business Tip: Start with limited access and expand as trust builds. It protects your workspace while keeping clients informed.