Client portal and customer-profile access
Show linked requests to authorised clients, use the customer profile tab and enforce ownership.
9 guides
Client Discovery & Project Briefing Portal
Open guide →GuideOpen Client Briefs
The client navigation item appears only for a customer with linked requests.
Open guide →GuideReview My Briefs
See only requests linked to the signed-in customer account.
Open guide →GuideOpen a linked brief
Select a request owned by the client account.
Open guide →GuideUnderstand client ownership checks
The client controller rejects requests not linked to the current customer.
Open guide →GuideContinue a brief from the client area
Use the secure form action for an owned request.
Open guide →GuideUse the administrator customer tab
Staff can review all requests linked to one customer.
Open guide →GuideUnderstand standalone-request visibility
A standalone request is not shown in an unrelated client portal or customer tab.
Open guide →GuideUnderstand contact context
Client access is based on customer ownership; invitation recipients still use the secure token link.
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