Give a client portal access

The client portal is a page where your clients see the documents you issued them, without a password. Access is switched on per client, and people sign in as one of the client's contacts.

Before you start#

Your portal must be switched on under Settings > Portal. That page also shows the portal address you share with clients. See Set up the client portal.

Switch on access for a client#

On the client's edit page, scroll to Billing and portal.

Switch on Portal access so this client's contacts can sign in.

Click Save to apply the change.

Sign-in works with contact emails only, so check that everyone who needs access is listed here.

Click Add contact to add a person with their own email address.

Next

Done

That is everything. You can replay it any time.

Start over

1. On the client's edit page, scroll to Billing and portal.

2. Switch on Portal access so this client's contacts can sign in.

3. Click Save to apply the change.

4. Sign-in works with contact emails only, so check that everyone who needs access is listed here.

5. Click Add contact to add a person with their own email address.

1. Step 1: On the client's edit page, scroll to Billing and portal.
2. Step 2: Switch on Portal access so this client's contacts can sign in.
3. Step 3: Click Save to apply the change.
4. Step 4: Sign-in works with contact emails only, so check that everyone who needs access is listed here.
5. Step 5: Click Add contact to add a person with their own email address.

1. Open the client and click Edit.
2. Under Billing and portal, switch on Portal access.
3. Click Save.
4. On the client's profile, check Contacts. Every person who should sign in needs a contact with their own email. Click Add contact if the list is empty.
5. Send the client your portal address.

How your client signs in#

1. They open your portal address and enter their email.
2. Bilify emails a sign-in link to that address if it belongs to a contact of a client with portal access. The page always says a link is on its way, whether or not the address matched, so nobody can probe which emails are your clients.
3. The link works once and expires after 15 minutes. After five requests in an hour from the same address, further requests are paused for a while.

The client-side steps are explained in Sign in to the portal, which you can send to your clients.

What the client can see#

Once signed in, a contact sees only their own client's issued documents (never drafts): invoices, offers they can accept, payments, and contracts if you use them. See What your clients see.

Document emails you send when issuing include a View invoice button. That link opens the single document even without portal access, unless you switched on Require login to view documents under Settings > Portal. It stays valid for 30 days.

Switch access off#

Edit the client, switch off Portal access and click Save. Their contacts can no longer request new sign-in links. Removing a contact under Contacts has the same effect for that one person.