Projects · 5 steps
Share progress with clients through the client portal
Give a client a private link to follow progress and photos, approve decisions and message the team — no Scalar360 login needed.
Before you start: The Client portal section is optional. Turn it on under the project's Settings → Features if you don't see it.
1Create a link
Open the project and choose Client portal, then New link. Enter the Client name and Email, and if you want an Expires on date.
2Choose what the client can do
Under The client can, tick what this link allows: View progress, View photos, Approve selections, Approve change orders, View running bills, Approve running bills and Message the team.
3Send the link
Choose Copy link and send it to the client. They see an Overview with progress, the current phase and next milestone, plus the photos and items you allowed.
4Collect approvals and messages
Clients approve or reject by typing their full name to sign. Their decisions appear under Client decisions, and their messages appear in Messages and the project's Activity, with a notification to project managers.
5Manage access
Each link shows its Status and when it was Last viewed. Choose Edit access to change what it allows, or Revoke to turn it off at once.
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