After the kick-off
Claire gets her own way in.
Léa invites Claire Delcourt to the portal. Claire enters the emailed code, claims her access and lands on Rebrand & website, with the documents Léa has shared.
Client portal
Checking availabilityComing soonGive every client a clear view of their project.
Invite clients to their own space to follow progress, open the documents you share and approve deliverables, with access you set client by client.
One place for clients to follow their projects
Clients stop chasing you for updates or digging through attachments. Invite them with an emailed code and they get their own space, separate from your workspace: their projects, the documents you share and the deliverables waiting for their approval. You decide what each one sees.
Invite clients, keep control of what they see
Clients aren’t workspace members. You invite them with an emailed code, they claim their identity, and from then on they sign in to their own portal. Each grant decides what they can open, and the server checks it on every request.
Invite by emailed code
Send an invitation and the client receives a code by email to claim their access.
Clients claim their identity
The client enters the code, confirms who they are and lands on their portal home.
Access per grant
Each client sees only what you grant, project by project, and nothing else in your workspace.
Clients aren’t members
Clients sign in to the portal, separate from your members, and only active members are billed.
Progress, documents and approvals for clients
The portal home lists each client’s projects. From there they open a project’s detail, the documents you’ve shared and the deliverables waiting for them, and every approval they give shows on the project.
Project pages they can read
Clients follow where each project stands without asking you for a status email.
Documents you choose to share
Share the files a client needs and keep the rest of the project internal.
Approvals that land on the project
When a client approves a deliverable in the portal, the decision shows on the project.
Pages from custom apps
On paid plans, custom apps can add their own pages to the portal.
Client updates without the email chase
Three moments in a project where the portal replaces a status email or a lost attachment.
Wednesday, 11:00The logo concepts are approved in the portal.
Claire reviews the logo concepts with Paul at her desk, then approves them in the portal. Sofia sees the approval on P-118 and moves the identity work forward that afternoon.
For the account managerEach client sees only their own work.
Before inviting Kessler Logistik, Jonas checks the grants: one project and its shared documents, nothing from other clients. The server enforces it on every request.
Show clients the work, not a status email.
In a 30-minute demo, bring a current project and see what your client would see in the Squario portal, from progress to documents and approvals.
Questions about the client portal
Do clients count as paid members?
No. Clients sign in to the client portal, which is separate from your workspace members, and only active workspace members are billed.
What can a client see?
Only what you grant: their projects, the documents you share and the approvals waiting for them. Access is checked on the server for every request.
Can clients chat with us in the portal?
Not today. Clients follow progress, open documents and approve deliverables.
Do clients need the portal to approve a proposal?
No. Scopify scopes have their own protected share link where the client gives their sign-off. The portal is for the projects that follow.