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Client Portal

Sharing the portal, client access flow, and security basics.

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Getting started

Start with these steps

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1

Open a project and copy the portal link.

2

Share the link with the client from Portlora.

3

Clients can access updates, files, and messages through the portal.

4

Email verification keeps the portal access controlled.

5

Use portal sharing instead of sending separate files everywhere.

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How it works

Share the portal

Open the project you want to share.

Use Share Project to copy or send the portal link.

The selected client email is allowed automatically.

Add extra allowed emails only when needed.

What clients see

Clients can view project updates.

They can download shared files.

They can send messages and upload receipts.

They do not need a full Portlora account.

Access and security

Email verification helps confirm the client identity.

Link-only access should be used carefully.

Portal access stays separate from dashboard access.

If access looks wrong, create a fresh portal link.