Give a client portal access

Short answer

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

  1. Open the client from Clients, or open their project from Projects.
  2. Activate the client portal there.
  3. Choose which sections the client can see.
  4. Send them the portal link — one portal covers all of that client's projects.

Clients accept or decline estimates from inside the portal.

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.

Last verified 2026-09-15.