Client Portal

What it does

The Client Portal is a branded self-service view your clients access with their own login — no app download, no shared credentials, no emailed screenshots.

• Clients see their active projects, current status, and key milestones
• Quotes are presented for review and formal acceptance or decline
• Files and documents uploaded by your staff are available for download
• Clients can submit support requests or questions directly in the portal
• Tenant branding (logo, colors) applied so the portal feels like your product
• Client self-signup can be enabled or disabled per business

Why it matters

Status-update calls and email threads are expensive in time and attention. A portal shifts routine information delivery to self-service — clients check when they want, not when you are available. It also creates a professional impression: clients are interacting with your branded platform, not your personal email.

How it fits in

The Client Portal surfaces data from every other Agglo module in a read-mostly view scoped strictly to the individual client. A client only ever sees their own records, and each business's data is isolated from every other business at the database level. Staff choose which milestones clients see. Any file attached to a client or their project is visible to that client.