Clients and contacts
Maintain the client organisation and its contacts before granting individual logins and project access.
Client portal
Give clients controlled access to project progress, documents and snag records you choose to share.
Card required. Paid plans renew automatically after 30 days at the selected monthly rate plus applicable VAT. See pricing.
How the work moves forward.
Start with the project record
Set up the client and its contacts, then link the client to the relevant project and configure what they can see.
Take the next action
The client signs in and opens the project. The sections they can see depend on the access the project team has granted.
Explore project workspaceFind the evidence later
Return to the shared project view for the available documents, progress updates or snag records. Review access from the client record.
Questions about Client portal.
Clear answers to help you choose the right setup for your team.
Which package includes this?
Client and subcontractor logins are included in All modules + client & subcontractor access and are available by agreement on Enterprise.
Keep the next workflow connected.
Connect your
compliance workflows.
Bring the people, the paperwork and the site record together in one toolbox.
Card required. Paid plans renew automatically after 30 days at the selected monthly rate plus applicable VAT. See pricing.