Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Pro requirement
Client Portal access is a Pro feature.
Provide client access
Open the relevant client and use the portal access controls offered by CRM Gem. Confirm the client email before providing access.
What clients can view
Clients can view the projects, shared documents, payment information, and recent records made available in their portal.
Portal security
Portal access is scoped to the invited client. Never share an access link with another customer.
Troubleshoot access
Confirm Pro is active, the client email is correct, and the latest access link is being used. Then retry in a current browser.
Step-by-step
- 1
Confirm Pro access
Verify the workspace has an active Pro plan.
- 2
Confirm the client
Check the customer record and email address.
- 3
Use the portal control
Use the client portal access action currently offered in CRM Gem.
- 4
Test safely
Confirm the customer can open only their own portal content.
Helpful tips
- Review the details before saving or sending.
- Use Contact Support if the expected result does not appear.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
Where can I get more help with client portal?
Open Contact Support and include the affected page, document number, date and time, browser, exact message, and a screenshot with sensitive information hidden.
Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Clients and Projects
Create, edit, and organize client and project records within your plan limits.
Billing and Plans
Compare Free, Pro Monthly, Pro Annual, plan limits, upgrades, and cancellation.
Troubleshooting
Resolve common email, attachment, public link, PayPal, subscription, recurring, portal, and browser issues.