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- Client Collaboration Portal
- Frequently asked questions
Questions, answered
Answers about client access, shared documents and approval evidence.
Client Collaboration Portal
9 questions
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How do I get started?
Click Get started, 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.
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.
Where are documents stored?
The source document store retains the file. The portal authorizes a protected download after checking the current audience.
What happens when a client asks for changes?
Keep the requested changes decision and its evidence. The project manager prepares a new request revision for another review.
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.
Can I customize the brand?
Configure approved brand themes, portal sites and email templates. Custom domains and identity providers need the corresponding configured platform support.
Set up Client Collaboration Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.