Intro to clients
Clients are the people your business serves. Each client has their own space inside your workspace where everything you've shared with them, projects, chats, documents, invoices, contracts, forms, lives together.
Where clients live in your workspace
Clients show up in your Clients tab on the left sidebar. Click into a client to see all the work tied to them, add them to projects or chats, send them an invoice, or share a document.
You can also start from the work side. When you create a board, share a doc, or send an invoice, you pick which client it's for, and that ties it to their space automatically.
Two ways clients reach your work
Clients can interact with what you share through one of two doorways:
- Through a portal account. They sign in to your portal, see a focused view of just their work, and can come back any time. Right call for ongoing relationships.
- Through a direct link. When you send an invoice, contract, or form, they can act on the link without ever creating an account. Right call for one-shot work.
Most agencies use a mix, portal accounts for retainer clients, direct links for everyone else.
What clients can and can't see
Clients only see content explicitly shared with them. They can't see other clients, your team's internal chats, your settings, your AI Manager, your automations, or anything you haven't shared yet. Sharing is always opt-in, nothing leaks by default.
Next steps
- Add a client and send them a portal invitation
- See how clients can sign up themselves through a Form or Store purchase
- Or skip the account entirely and just send them a magic link when they need to sign in