Your clients, their team
Your clients’ whole team can now work with you in the Portal, and each client company runs its own side.
Everyone on your client’s team is in. Anyone at a client company can see the work you share with them: projects, files, updates, milestones, requests and messages. They can approve files or ask for changes too.
Clients run their own company. The first person from a new client company to accept your invite becomes its Owner. The Owner decides who’s on the team, and can limit file approvals to Owners only.
A People page for clients. Clients see who’s on their team, with each person’s role and email, and Owners manage everything from one place.
Approvers for sign-off. Owners can name Approvers, and milestone sign-off requests now land right in their Portal inbox.
Colleagues can join easily. Clients can invite teammates at their company email, and personal addresses get a quick colleague approval.
Message your clients directly. Chat with the people you work with, straight from the Inbox.
File reviews. Send a file for review, pull it back, or resubmit after changes.
New help guides cover client roles, approvals, sign-off and messaging.
Plus faster file lists, smoother “View as client”, no more duplicate contacts, and lots of small fixes and polish.