Clients & Client Portal

ProFlow lets you add clients to your projects and give them limited access through the Client Portal—a clean, focused view of project progress without the complexity of your internal tools.

Adding Clients to Projects

1. Open any project
2. Go to the Clients tab
3. Click Add Client
4. Enter their name and email
5. They'll receive an invitation to access the portal

What Clients Can See

In the Client Portal, clients can view:

• Tasks marked as visible: You control which tasks they see
• Project progress: Overall completion status
• Documents shared with them: Selective document access
• Files shared with them: Selective file access
• Messages: Communicate directly with your team

What Clients Cannot See

• Internal notes and discussions
• Tasks not marked as client-visible
• Team member details
• Financial information
• Other projects

Controlling Visibility

For each task, you can toggle Client Visibility on or off. This gives you full control over what clients see without maintaining a separate system.

Benefits

• Transparency: Clients see progress without asking
• Professionalism: Branded portal experience
• Reduced back-and-forth: Self-service status updates
• Control: You decide exactly what they see