Memberships
Client portal
White-label portal config.
4 min readportal, client, membershipsUpdated 2026-05-25 · v2
Open in your workspace
Goes to /portal-settings
Why use this
Open Client portal when you want a white-label space your customers sign into for files, invoices, and updates.
Benefits:
- Give clients a single signed-in surface for everything
- White-label the portal to your brand
- Skip the "where did I send that file" support loop
- Run a client-facing experience without a separate platform
What this is
Client portal is the white-label area at /portal/[tenantSlug] where each customer sees their bookings, orders, certificates. Configure branding here.
Who can access it
Owner, admin, member, viewer, agency, founder.
What it does
- Brand color, logo, domain mapping.
- Toggle which artifact types show.
- Per-tenant white-label.
How to use it
- Open /portal-settings.
- Apply your brand.
- Pick which sections members see.
- Share the portal URL.
Rules and limits
- Custom domain via /settings/branding.