Open the client from Clients, or open their project from Projects. Full steps below.
Where: Activate from the client or the project
Plans: All paid plans
Steps
Open the client from Clients, or open their project from Projects.
Activate the client portal there.
Choose which sections the client can see.
Send them the portal link — one portal covers all of that client's projects.
Clients accept or decline estimates from inside the portal, and request a new estimate if theirs has expired.
Rules and limits
A photo hidden with the eye control does not appear in the client's portal.
Uploads over 20 MB are declined with a calm notice, not a red error, and nothing already uploaded is lost.
Clients see only the sections you switch on.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.