Client Portal
Project updates and milestone approvals for clients.
Project Updatesโ
When clients view their project in the client portal, they see:
| Section | Description |
|---|---|
| Recent activity | Staff actions (task added, project updated, etc.) |
| Milestone approvals | Pending milestones with Approve/Reject buttons |
Milestone Approval Workflowโ
Clients can sign off on milestones directly from the portal.
For Clientsโ
- Log in to the client portal
- Open Projects โ select a project
- In the Client Approval โ Milestone section, see pending milestones
- Click Approve or Reject
- If rejecting, optionally add feedback in the text field
For Adminsโ
- Milestone approvals are shown in the project dashboard
- Admins can also approve/reject from the admin area
Branded Portalโ
Admins can customize the client portal appearance:
- Project Roadmap โ Branded Portal Settings
- Set Primary and Secondary colors
- These colors are used in the project updates and milestone approval sections (borders, accents)