Overview
How Client Portal works in Workspace
The client portal is separate from internal company panels. It is designed to expose client-relevant records while keeping employee, finance, and company-management data private.
Portal · Workspace by Aells
Share relevant delivery and billing context without exposing internal operations
Give enabled clients controlled access to projects, approvals, calendar items, feedback, quotations, invoices, and payments.
Capabilities
A practical structure for the work
Controlled authentication
Use client-specific portal credentials and session handling.
Project visibility
Show relevant client project context.
Commercial records
Provide applicable quotations, invoices, and payment information.
Feedback and approvals
Support client input through dedicated portal workflows.
Workflow
From setup to accountable action
- 1The company enables portal access for the client.
- 2The client verifies and opens the separate portal.
- 3Only relevant client records are displayed.
Questions
Clear answers before setup
Can a client see employee data?
No. The portal is intended for client-relevant delivery and commercial records, not internal employee information.
Who enables client access?
A company user with the appropriate client-portal management permission controls access.