Client portal
Client portal
Portal settings, branding inheritance, and the fields the app actually persists.
The client portal is a first-class surface in the dashboard. It is not just a marketing page.
What the portal controls
- whether the portal is enabled,
- which pages are visible,
- whether invoice payment is enforced,
- the payment threshold that triggers enforcement,
- and whether custom branding is inherited from the company settings.
Default page set
The portal config defaults to these pages:
- overview
- projects
- tasks
- invoices
- documents
- proposals
What the settings page shows
- the portal URL,
- the portal id,
- the enabled pages,
- and the domain controls connected to the tenant.