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CLIENT PORTAL

One login for your client.
Everything in one place.

A branded client login portal where clients read reviewed updates, approve work, upload files and pay invoices, with permissions you control.

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Client portals are on every plan. Brand colours need Growth; custom domains need Agency.

What the client portal does

Each client gets a client login portal: a private space with its own link where they see what your team has shared and respond to what you need. Clients sign in by invitation, so only the people you invite can see the portal.

In the portalWhat clients can do
UpdatesRead reviewed project updates and ask questions underneath them.
Approvals and DecisionsApprove or reject work, and raise or follow decisions.
Forms and AssetsComplete forms, upload files and download what you share.
Invoices, Estimates, Proposals and AgreementsReview and pay invoices, accept estimates and sign agreements.

You decide what each client contact can do. The Billing, Approvals, Comments and Forms permissions are set per person, so a finance contact can pay invoices without approving creative work.

HOW TO

How to use client portal in Angelwood

Create a portal and invite your client

  1. Open PortalsIn the Angelwood sidebar, go to Portals and create a portal. Give it a portal name and choose the client it belongs to.
  2. Invite the clientOpen the portal, go to the Clients tab and select Invite Client. Enter the client’s name and email; they receive an invitation to sign in.
  3. Set their permissionsOn the Clients tab, open Permissions for each person and choose what they can do: approvals, billing (view and pay invoices), comments and forms.
  4. Share the linkUse Copy Portal Link if you want to send the portal address yourself. The Clients tab shows who hasn’t viewed the portal yet.

Brand the portal

  1. Open portal settingsIn the portal, open Settings. Under Appearance, set the brand colour and the custom introduction clients see.
  2. Add a custom domain (Agency)Under Custom Domains, add a domain such as updates.yourstudio.com and follow the DNS instructions to verify it.

GOOD QUESTIONS

Questions about this feature.

Talk to us
Do clients need an Angelwood account?

Clients sign in to their own portal through the invitation you send. They don’t need a paid account or access to your team’s workspace.

Can different client contacts see different things?

Yes. Permissions are set per person. For example, give a finance contact billing access to view and pay invoices, and give the project lead approval rights.

Can I use my own domain?

Custom domains and white-label are on the Agency plan. Brand colours and a logo are available from the Growth plan.

Can I remove a client’s access?

Yes. On the portal’s Clients tab you can suspend or remove a client contact, and reactivate them later.

KEEP EXPLORING

Related features and guides.

Client updatesClient approvals and decision logClient portal for agenciesWhat is a client portal?

THE CLIENT EXPERIENCE, IN ORDER

See it with your own clients.

Bring the work you share with clients into one place.

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