Click the Project sign and select New Project to create a project - From here you can pick a Project Template to use as a starting point.

After you chose a template, click the cog wheel sign at the top and choose Settings in order to customize your template.

Here you can name the project, choose currency, turn preferences on and off, set the project branding and colors (usually to the colors of your client's brand), edit the quick links and apps from our examples to the ones that will be useful for your client to see on the portal.

💡 Each Project gets its own Portal. Your client can switch between Project Portals with ease.

Documents can be Briefs, Proposals, Case Studies or simply a welcome message to your client.

Tasks are little To Dos for your clients or team members that you can place on the portal.

💡 Please note that for the documents to show on the portal they need to be moved to the Shared folder. You can do so by clicking the three dots on the top right and clicking Share.

This way you don't need to show your clients half baked drafts.

Here it's worth mentioning that at the moment we have 3 different types of member permissions for your team: Admin, Project Manager and Member.

Admin

✅ All actions

Project Manager

🚫 Manage billing and upgrade or downgrade your plan

🚫 Manage client organizations & client contacts

Member

🚫 Manage billing and upgrade or downgrade your plan

🚫 Manage Client Organizations & Client Contacts

🚫 Manage client organizations & client contacts

🚫 Access to all Projects

🚫 Create new projects

🚫 Delete projects

🚫 Manage access to projects

🚫 Manage Project Settings

Once you have a nicely designed portal with useful information on it, head to the Clients tab to bring them into the fold.

Create a Client Organization

Add all the relevant contacts with their emails.

After you have added all your client contacts, and your Portal is ready, start inviting your Contacts to your brand new portal.

Do that by either clicking the "Email Link" button next to each contact, or copying the login link ("Create Link") and sending it to them via your own email address or a different method of communication (WhatsApp, etc).

When the client receives the link all they need to do is navigate to it to see the project portal you have designed for them.