Client portal
Your clients log in to see their projects. They see status and health with your note, the tasks you let them see, the updates meant for them and the payments due and received. Clients are free; they do not count as users.
PLANSEvery plan
The problem it solves
- Clients call or message every week to ask where their project stands.
- Each client gets a different status email, written by hand, and some are forgotten.
- The client is unsure which payment is due and which invoice it belongs to.
- Giving clients a seat in the project tool costs a licence and shows them your internal work.
How it works
- On the project, a Projects Manager presses Portal Access for the Client. This gives the client company and its contact a portal login, and they get an email to set a password.
- The client's people on the team in a client role, such as Client Approver, see the project too.
- The client signs in and opens the Projects card under My Account. Overview lists their projects with the health of each.
- My Projects shows each project with its manager, planned finish, health and status.
- A project shows status, health with your note, dates and the project manager. Below come Tasks, Updates and Payments.
- You decide what shows: tick Client Can See on a task, and choose Client in Meant For on a feed item.
Everything it does
Which projects a client sees
- Projects whose client is the person's company
- Projects where the person is on the team now, in a role of the Client audience
- Closed projects drop off; Planned, Running, On Hold and Completed show
A project page
- Status, Health with the Health Note, Start, Planned Finish, Project Manager
- Tasks: tasks marked Client Can See (not subtasks), with due date and stage
- Updates: the last 20 project feed items meant for the client
- Payments: milestones due and received, with due date, amount and status, and a link to My invoices
- A section shows only when there is something in it
The portal itself
- The same SmartMy portal frame as your other products: menu, light and dark theme, All my apps
- Password and security, and sign out, from the person's menu
- Works on a phone browser
Without a login
- Every update message carries a signed link to the client's own feed page, with no password
- Key event invitations open their own reply page
Who uses it
Projects ManagerGives the client portal access and adds the client's people to the team in client roles.
Project managerKeeps health and the note current, marks tasks the client can see, and posts client updates.
ClientSigns in to see progress, tasks, updates and payments, and opens invoices.
Client ApproverSees the same project pages as the client contact.
Where you use it
- Client portal on the web (My Account > Projects), on a computer or a phone browser
- Web back office: Portal Access for the Client on the project form
- Not in the phone app: the SmartMy Projects app is for your own team
What you control
Settings
- Client Can See on each task (and on task templates)
- Meant For on each feed item
- Each role's audience, under Project Roles
Notifications
- The portal invitation email with a link to set a password
- Project Update: news meant for the client, by email, WhatsApp and in the app
- Project Payment Due: when a milestone falls due, to the client
Questions
Can clients approve work or sign off deliverables on the portal?
Not in SmartMy Projects yet. The portal shows progress, tasks, updates and payments. Sign-off happens at a key event or by email; approvals by the client on the portal are not built.Can the client comment or upload files?
Not yet. The client reads updates, opens photos and files, and taps Seen on items that ask for it.Does the client see our hours or costs?
No. Time entries, rates, budgets and internal tasks are never on the portal.Do clients cost a licence?
No. Portal users are free, however many people the client has.Which plan has it?
Every plan, Starter included.Related features
PROJECTSProject feed for the team and the clientOne timeline per project where updates, tasks done, payments, stage changes and key events land, each marked with who it is meant for. The client is told on WhatsApp or by email with a link to their own view, and confirms important items with Seen.PROJECTSClient projects with team, value and healthEvery project holds its client (or marks it internal), Entity, currency, value, dates and the team with their roles and dates. The project manager sets its health, On Track, At Risk or Off Track, with one line on why.PROJECTSPayment milestones with draft invoicesGive a project a payment plan, such as 30 / 40 / 30. Its milestones fall due by hand, on a date, at a stage or when a key event is done. The client is told, a draft invoice is made, and an unpaid milestone can hold the project in its stage.TASKSTasks on a board, list, calendar and pivotEvery project's work as tasks with assignees, priority, dates and tags. See them as a board by stage, a list, a calendar or a pivot. Stages are shared by every project, or a project keeps its own.PROJECTSKey events with readiness checksKick-offs, steering reviews and go-lives run as key events. Each has readiness checks counted back from the day and invitations the client answers from a link. Reminders, follow-ups and the report come by themselves.
See your next project on it.
Tell us how many people keep time, how you bill your clients today (hours, fixed price, retainers) and what you use now. We will set up one of your real projects with you.