Inviting clients to their portal

Clients and contacts

In Ayebridge, a client is the company or person you do work for. A contact is an individual at that client who can sign in to the portal. One client can have several contacts, for example a marketing lead and a founder who both review work.

Every client has its own private portal. A contact can only see the portal of the client they were invited to, never your other clients. Portals are not public: nobody can find or open one without an invitation.

Add a client

1. Open Clients in the sidebar (/app/clients) and select Add client.
2. Enter the client's name. Ayebridge creates a short web address for the portal from that name.
3. Optionally add internal notes. Notes are only visible to your team.

Your plan includes a number of active clients. When you no longer work with a client, select Archive on the client's page and confirm with Archive client. Archiving closes that client's portal and the client no longer counts toward your limit. The client and its projects stay in your workspace, and you can select Restore client at any time.

Who can manage clients

On Agency, Agency Plus and Scale, only owners and admins can add, edit or archive clients and invite or remove contacts. Members keep working on projects. On Solo, Freelancer Pro and Studio, every team member can manage clients and contacts. See team members and roles.

Invite contacts

1. Open the client and, under Invite a contact, enter their email address and, ideally, their name.
2. Select Send invitation. The contact receives an email sent on behalf of your workspace, with a link to their portal.
3. When they open the link, they sign in with a single-use email link. Sign-in links expire after 15 minutes.

Contacts never create a password. Next time they visit, they enter their email on the portal sign-in page and receive a new link.

Your own email address needs to be confirmed before you can send invitations. If you cannot invite anyone, look for the confirmation email or use the resend option in the banner at the top of the app.

If a contact did not get the email

1. Ask them to check spam, junk or quarantine folders for an email from Ayebridge.
2. Check that the email address on the contact is spelled correctly.
3. Select Resend invite next to the contact on the client's page.

Some companies filter email from senders they have not seen before. If messages keep going missing, ask the contact's IT team to allow email from ayebridge.com.

Remove a contact

If someone leaves the client's company or should no longer have access, select Remove next to them under Portal contacts, then confirm with Remove access. They lose access to the portal right away. Their past comments and approval decisions stay in the project history with their name, so the record stays complete.

What contacts can do in the portal

Inside the portal, a contact can:

• View the client's projects, preview deliverables and download them.
• Read the updates timeline and leave comments.
• Approve work or request changes when you ask for an approval.
• Respond to requests, including uploading the files you asked for.
• View and download quote and invoice documents you have shared.
• Change their name and their email settings from Your account in the portal.

Contacts cannot see your internal notes, your team, other clients, archived projects or your billing.

Preview what clients see

Select Open portal on the client's page to see the portal exactly as the client does. Use it before you invite a contact, or when a client asks where to find something.

Portal address

Each portal has its own address that includes your workspace and the client. On Studio and above you can use a custom portal subdomain, and on Agency Plus and Scale a custom domain you own. See branding your portals and client portals.