The Client Portal allows you to share Item selections, Proposals and Invoices with your Client. You have full control over allowing your Client access to the Portal and have control over what you share with your Client. In addition to sharing Items, Proposals and Invoices, your Clients can approve Items and Proposals and they can pay Proposals and Invoices directly in the portal with DesignPay. With DesignPay all payments through the Client Portal are automatically entered into Design Manager. If you don't have a DesignPay account, click here to learn more and set up an account.
The first step in using the Client Portal with your Clients is to enable and setup your Client Portal preferences. To do this, click on Main Settings below.
Main Settings
Main Settings
To enable and setup your Client Portal preferences click on Settings in the navigation bar to the left and then click on Client Portal Settings.
To enable or turn on the Client Portal for all new Projects, click on the toggle next to Enable Client Portal. When the toggle shows as blue and turned to the right, the Client Portal is on for all new Projects. For all existing projects, you will need to enable the Client Portal in each project. Click on Project Settings below to learn where to enable the Client Portal in the Project. The Settings below will carry over to all new Projects and existing Projects when the Client Portal is enabled.
Portal Color Scheme: allows you to set colors for the Primary and Secondary color in the Client Portal. The Primary color in the picture below is green and the Secondary color in the picture below is blue. To change the color, click on the color tile.
Project Default Settings:
Show Project Budget: When this is turned on (check in the box to turn on), the Budget total entered into the Project will show on the Client Portal Dashboard
Item Approval: When this is turned on (check in the box to turn on), Items that you select in the project to show on the Client Portal will require approval in the Client Portal
Approvals on Proposals: When this is turned on (check in the box to turn on), Proposals that you select in the project to show on the Client Portal will require approval in the Client Portal
Require Signature: When this is turned on (check in the box to turn on), Proposals that you select in the project to show on the Client Portal will require a signature before approval in the Client Portal. Note: this option only shows when Approvals on Proposals is selected
When you enable the Client Portal and/or make changes to the settings, be sure to click on Save.
Project Settings
Project Settings
To enable and setup your Client Portal preferences in Projects, navigate to your Project and in the Project Dashboard, click on Settings.
To enable or turn on the Client Portal for this Project, click on the toggle next to Enable Client Portal. When the toggle shows as blue and turned to the right, the Client Portal is on for this Project. You can adjust the settings below for this project. Any changes you make you here will not adjust your main Client Portal Settings.
The Launch Portal button allows you to open the Client Portal for this Project to see exactly what your Client would see. The Client Portal opens in a new tab and the link shown is unique to this project.
Project Default Settings:
Show Project Budget: When this is turned on (check in the box to turn on), the Budget total entered into the Project will show on the Client Portal Dashboard
Item Approval: When this turned on (check in the box to turn on), Items that you select in the project to show on the Client Portal will require approval in the Client Portal
Approvals on Proposals: When this is turned on (check in the box to turn on), Proposals that you select in the project to show on the Client Portal will require approval in the Client Portal
Require Signature: When this is turned on (check in the box to turn on), Proposals that you select in the project to show on the Client Portal will require a signature before approval in the Client Portal. Note: this option only shows when Approvals on Proposals is selected
When you enable the Client Portal and/or make changes to the settings, be sure to click on Save at the bottom of the Settings page.
