Portal access lets your clients view their projects, documents and invoices in one place. You can invite them in two ways: while you create the client, or at any time afterward.
In this guide you’ll learn how to:
- Invite a client to the portal while creating them
- Invite an existing client from the Clients list
- Explain what your client sees when they accept the invitation
- Describe what clients can do in the portal
How to invite a client while creating them
Turn on Invite to Portal in the client creation form. When you add a new client directly, you can enable portal access right away, because the form includes a toggle for Invite to Portal.
For the full steps, see Adding Your First Client.
How to invite an existing client
Open the three dots in the Action column of the Clients list and select Invite to Portal. Use this if you converted a lead to a client or skipped portal access during setup.
- Click Clients in your sidebar.
- Find the client you want to invite.
- Click the three dots in the Action column.
- Select Invite to Portal.
- OneSuite sends an invitation email to your client.
What happens after I send the invitation?
Your client receives an invitation email with a link to join. When they click Join [Your Business Name], they land on a verification page.
| Client | What they do |
|---|---|
| New to OneSuite | They create an account by clicking Verify Invitation, set up their credentials and gain access. |
| Existing OneSuite user | They link their existing account to your business and access your portal without creating a new account. |
White label: If your business has white label
enabled, clients receive the invitation email from your custom domain
instead of OneSuite. They also access the portal through your branded
URL (like portal.yourdomain.com) instead of
app.onesuite.io.
Note: Portal invitations expire in 30 days. If your client doesn’t accept in time, send a new invitation following the same steps.
What do clients see in the portal?
Once they accept and log in, clients can:
- View and collaborate on active projects
- Access all signed contracts and documents you’ve shared
- See their invoices and payment history
- Download documents and contracts they’ve signed
Clients only access information related to their own projects and billing.
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FAQs
How long does a client portal invitation last?
Portal invitations expire in 30 days. If your client doesn’t accept in time, send a new invitation from the Clients list.
Can I invite a client who already has a OneSuite account?
Yes. Clients who already use OneSuite link their existing account to your business, so they don’t need to create a new one.
Can clients see other clients’ information?
No. Clients only access information related to their own projects and billing.
Do invitation emails come from my own domain?
They do if your business has white label enabled. The email then
comes from your custom domain, and clients reach the portal through your
branded URL instead of app.onesuite.io.
Can I just email files and invoices to clients instead?
You can, but they then have to search their inbox for each one. The portal gives each client one place to see their projects, signed contracts and documents, invoices and payment history.
What to do next
Shape the portal experience: Learn what clients can do once they sign in with The OneSuite Client Portal.
Brand your portal: Adjust how the portal looks with Client Portal Customization.
Send a proposal: Share a proposal your client can sign with Sending Your First Proposal.