Updated Jul 10, 2023
All client portals start out deactivated. You must activate them using the methods listed below before your client can start using their portal.
In this article:
Manually activate or deactivate a client portal
Activate or deactivate the client portal in one of two ways:
Within a client’s project
Go to Projects and select the client.
Under the Portal section in the sidebar, click the down arrow.
Click Activate. The client portal status will change from “Not Active” to “Active”.
From the address book
Go to Utilities >> Address Book.
Click on the client’s profile.
Next to Portal Settings, click the down arrow.
Click Activate. The client portal status will change from “Not Active” to “Active”.
Automatically activate or deactivate a client portal through a workflow
There is an activate or deactivate workflow action that will automatically activate each client's portal.
Set a password
Create a password that is specific to the client. A client portal must have a password if you are using the public client portal link from Settings >> Portal. See share the client portal for more information.
Go to Projects and select the client.
Under the Portal section in the sidebar, change the password.
Share the portal with the client
After you’ve activated the portal, share the portal with the client.
FAQ
My client is getting an error on the client portal login page.
Please see common client portal error messages and how to fix them.
Can you automatically set a password in a workflow?
No. However, you can make a Create Todo action to remind yourself to create a portal password before continuing the workflow.
Do forms still get sent to a deactivated client portal?
Yes. Forms get added to the client portal even if the portal is deactivated. However, your client can't access the portal or added forms until you activate it again.