Building a Client Portal

Give your clients a branded portal with secure access to their data, files, and project status.

What You Get

• User accounts with role-based access
• Entities for projects, documents, deliverables
• File storage for shared documents
• Scoped access — each client sees only their data
• Custom branding

Example: Consulting Firm Portal

1. Enable users with roles: Client, Consultant, Admin
2. Define entities: Projects, Deliverables, Invoices
3. Set up scopes so clients only see their own projects
4. Enable file storage for document sharing
5. Add branding (logo, colors, domain)
6. Deploy