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- Client Collaboration Portal
- Implementation
How a Client Collaboration Portal rollout works
Configure identity, audiences and decision evidence before inviting clients.
Agree audiences
Identify portal owners, permitted projects, client roles and the required decision makers.
Configure connections
Set up approved identity, document-storage and source callback mappings without publishing private URLs.
Verify collaboration
Exercise invitation, protected download, explicit acknowledgment, requested changes and callback reconciliation with scoped test users.
Invite clients
Review branding and notification content, then activate the approved audience and monitor failed deliveries.
What the customer provides
Provide portal owners, brand assets, active project mappings, authorized client contacts, identity-provider settings, document-storage access, signature requirements, callback mappings and approved retention/notification policies.
Changing it afterwards
Version live branding and approval evidence. Audience changes recheck open requests, existing links and notification recipients. Preserve prior decisions; a new review round uses a new request revision. Revoke memberships and tokens promptly, retain historical audit evidence, and repeat direct-API and download checks after changes.
Set up Client Collaboration Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.