What is a client portal?

Modified on Thu, 8 Jun, 2023 at 4:29 PM

During the course of a project, you may wish to share certain key details from Topsail with your client so that they can monitor project progress. A Client Portal will provide the client with a link which may be secured with a password (and restricted to their email address), providing them with a live dashboard view of their project. You can edit the fields you wish to be shown in the Client Portal, omitting for example, financial information if appropriate. Sharing this information increases transparency and builds confidence with clients.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article