Can I customize what each client sees in their portal?
Yes, you have complete control over what each client can access. Share specific files, products, and information on a per-client basis. Your portal is also branded with your logo and colors for a professional look.
The client portal offers flexible customization and control:
Content Control
- Choose which files to share with each client
- Control product catalog visibility
- Manage document access per client
- Share only relevant information
Branding Options
- Add your company logo
- Customize with your brand colors
- Include your company information
- Display your contact details
Visibility Settings
- Control which clients see which products
- Share files selectively
- Manage quote and invoice visibility
- Show project timelines as needed
Professional Appearance
- Consistent brand experience
- Clean, modern interface
- Mobile-friendly design
- Easy navigation for clients
