Give clients a clear Project view
The Client Portal is a secure, client-facing view of a Project. It keeps clients informed without giving them access to your Project Centre workspace.
What clients can see
- Project progress
- Payments received
- Outstanding balance
- Approved Additional Works
- Shared documents
- Project Report
What clients do not see
Internal business information, such as private notes and internal cost information, is kept separate from the client-facing view where applicable. You choose what is shared with the client and when.
Client links are private links intended only for the recipient, and shared Project pages are excluded from search engine indexing.
Frequently asked questions
- What is the Boksit Client Portal?
- The Client Portal is a client-facing view of a Project, shared through a secure link, showing information such as progress, payments received, outstanding balance, approved Additional Works and shared documents.
- Do clients need an account?
- Clients open the Project view through the secure link you share with them.
- Can clients approve Additional Works from the portal?
- Additional Work requests are shared with clients for review and online approval, and approved items can then appear in the Project view.
- Does the portal show internal business information?
- The Client Portal is designed to show shared Project information. Internal-only content such as private notes and internal cost detail is not intended to be exposed there.