Give a client portal access

Give a client their own sign-in to your branded portal. Once you add a contact to the client and send an invitation, the client can view their projects and invoices on their own. It takes about two minutes.

1. 1Open Clients in the dashboard sidebar, select the client and open the Contacts tab. Press Add Contact, or the pencil icon to edit an existing contact.
2. 2Fill in First Name and Email (both required), and the last name, phone and job title if you have them.
3. 3If this person is the client’s main contact, tick Make this the primary contact. Primary contacts always have full portal access (edit rights everywhere and both approval rights), so their permission settings are locked.
4. 4For anyone else, tick Grant portal access and set permissions for each area: None, View or Edit for Projects, Incidents, Changes, Invoices, Contacts and Company Profile. You can also allow Can Approve Projects and Can Approve Changes.
5. 5Leave Portal Password empty and press Save. TimerOS emails the contact a branded invitation with a one-time link to set their own password. The link is valid for seven days. To give them a password yourself, type or generate one instead. It is shown once in a “Portal Access Created” dialog and can’t be shown again.
6. 6The client opens the email, chooses a password and presses Activate account. After that they sign in at https://your-workspace-slug.timeros.ai. They see your branding and whatever their permissions allow: a dashboard plus Projects, Incidents, Changes and Invoices. Enterprise workspaces also have a Service Plan page.
7. 7Back on the Contacts tab, the contact’s card now shows a Portal label, plus a Primary label if you made them the primary contact. You can edit the contact at any time to change permissions.

The client portal describes what your client sees, such as proposals to approve and invoices to view and pay online. For what goes into those invoices, see billing and invoicing.