The system
How do I get started?
Click Start now, then use Proto to configure Client Collaboration Portal for your business. Start with one portal, its projects and verified client contacts.
Can each client see only their projects?
Yes. Access requires an active user, active portal and project, and an explicit project grant. APIs, downloads and notifications apply the same boundaries.
Where are documents stored?
The source document store retains the file. The portal authorizes a protected download after checking the current audience.
Does a client decision immediately update billing?
The portal records the decision first and tracks the source callback separately. Failed or unknown outcomes require reconciliation before the source update is confirmed.
Can a former client user reuse an old link?
Suspension or deactivation removes effective access and revokes applicable outstanding links and project grants.
Processes and approvals
Can viewers approve a request?
No. Only the named active approver with project approval access can decide the current unexpired request.
Does opening an email link approve work?
No. The link opens an authenticated confirmation flow. A decision needs an explicit action on the current request revision.
What happens when a client asks for changes?
Keep the RequestedChanges decision and its evidence. The project manager prepares a new request revision for another review.
Can I customize the brand?
Configure approved BrandThemes, PortalSites and EmailTemplates. Custom domains and identity providers need the corresponding configured platform support.