Portal Builder
Configure the client portal, project visibility, forms, files, updates, invoices, action items, and CSAT.
Portal Builder
Portal Builder controls what customers can see and do in the client portal.
Navigation
Open Settings > Portal Builder, or go to /settings/portal.
Portal Sections
Enable, disable, reorder, and relabel sections. You can also set a primary brand color.
| Section | Default |
|---|---|
| Project Plan | On |
| Status Updates | On |
| Documents | On |
| Chat | On |
| Team | On |
| Hours | Off |
| Action Items | Off |
| Forms | Off |
| Surveys / CSAT | Off |
| Invoices | Off |
| Sprints | Off |
Forms need the Forms plan feature. Sprints need 4DX Planning.
Visibility Rules
Only records intended for customer visibility should be shown in the portal. Drafts, internal-only notes, private files, and internal financial context should stay hidden unless explicitly configured for sharing.
Common Workflows
Configure Portal Layout
- Open Settings > Portal Builder.
- Enable the sections customers should see.
- Reorder sections and edit labels.
- Set the primary color.
- Save, then review the customer-facing portal before inviting contacts.
Invite a Customer
Invites are sent from the project, not from Portal Builder.
- Open the project.
- Confirm the customer contact and email.
- Send a portal invite. Expiry is 1 to 168 hours, default 72 hours.
- Confirm the customer has access only to the intended project data.
See Configure a Client Portal.
Collect CSAT
Request CSAT on a completed milestone. Clients rate 1 to 5 and can add a comment.