Socle

Share progress with a client

The client portal (Pro and Business plans) gives your clients a read-only view of progress, without an account.

  1. In the project menu, choose “Client portal” and create a link.
  2. Your client sees phases, deadlines and progress, and can leave you feedback.
  3. They see neither task descriptions, nor the team, nor your other projects. You can revoke the link at any time.

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