Project access
Grant customers only the projects and actions required for their role in the engagement.
Implementation partners
Coordinate customer checkpoints across implementation projects with explicit access and decision ownership.
Typical roles
Also built for
- Consulting teams
- Creative and digital agencies
- Implementation partners
What changes for this team
configured at rolloutCoordinate customer checkpoints across implementation projects with explicit access and decision ownership. Each connected delivery or billing system retains its own source authority. The portal does not infer acceptance from a status email.
Milestones
Request customer sign-off with evidence and keep callback success visible separately from the customer decision.
Handover
Review inactive memberships and retain decisions when an implementation moves into ongoing support.
Share to decision for this team
- 01
Set up portal
Milestones · Handover
- 02
Invite client
- 03
Share document
Project access
- 04
Approve request
Approval required - 05
Follow up
Same records, same gates. The configuration changes how the process runs for this team.
Workspace previews
StatusPendingRequestedChangesApprovedRejected
ActivePostedAt >= today − 14 days
| Posted At | Parent Type | Portal Project | Author Client User | Author Internal User |
|---|---|---|---|---|
| DocumentShare | PP-2886 | GK | AIU-378 | |
| ApprovalRequest | PP-4603 | LR | AIU-370 | |
| StatusUpdate | PP-1143 | WZ | AIU-379 | |
| DocumentShare | PP-5825 | NN | AIU-639 | |
| ApprovalRequest | PP-5299 | UD | AIU-496 | |
| StatusUpdate | PP-1444 | EC | AIU-571 |
ActiveLastLoginAt < today − 60 days
| Full Name | Portal Site | Client Role | Account | |
|---|---|---|---|---|
| Full 248 | [email protected] | PS-6452 | Approver | ACC-931 |
| Full 688 | [email protected] | PS-4497 | Collaborator | ACC-644 |
| Full 477 | [email protected] | PS-2751 | Viewer | ACC-393 |
| Full 323 | [email protected] | PS-9110 | Approver | ACC-234 |
| Full 910 | [email protected] | PS-4329 | Collaborator | ACC-885 |
| Full 596 | [email protected] | PS-4762 | Viewer | ACC-687 |
Typical roles
Roles and permissionsOwns the ClientUsers list and access grants for one or more PortalSites. The day-to-day operator of the external user lifecycle — invitations, role changes, suspensions, access reviews.
Internal Project owner. Publishes DocumentShares, ApprovalRequests, and StatusUpdates for own projects; reads ClientUser engagement on own projects.
Customer-success operator. Watches client engagement across an account portfolio, follows up on inactive clients, escalates disengagement risk to Project Managers and Portal Manager.
External client user with approval authority. Acts on ApprovalRequests routed to self; reads own portal content; participates in comment threads.
Modules
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Engagement and audit
Find stalled approvals and inactive client accounts while preserving a useful decision trail.
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Client decisions
Ask a named client approver for a decision with the relevant evidence and a traceable outcome.
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Project updates
Share a consistent project update with exactly the audience that should receive it.
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Portal branding and access
Create a recognizable client workspace with explicit access to each shared project.
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Conversations
Keep feedback attached to the document, request or update the conversation is about.
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Project documents
Publish the right version of a document and see whether its intended recipients have acknowledged it.
Relevant reports
Reports and analyticsClient Engagement Summary
Per Account × PortalSite × ClientUser: 30-day login count, document downloads, approvals submitted, comments posted. Drills from Account into ClientUser into the per-event ClientActivities grain. The Account Manager's daily landing report.
Inactive Client Users
Per Account × ClientUser: LastLoginAt, days since login, ClientRole, assigned Account Manager. The list driving the monthly re-engagement campaign.
Approvals Decision Audit
Every ApprovalDecision in the period with ApprovalRequest, Type, ClientUser, Decision, SignedAt, FromIP, and the source-record callback status. The auditable decision register.
Common questions
All questionsHow 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.
Related questionCan 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.
Related questionCan viewers approve a request?
No. Only the named active approver with project approval access can decide the current unexpired request.
Related questionDoes 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.
Related questionWhat 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.
Related questionDoes 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.
Related questionCan a former client user reuse an old link?
Suspension or deactivation removes effective access and revokes applicable outstanding links and project grants.
Related questionCan I customize the brand?
Configure approved BrandThemes, PortalSites and EmailTemplates. Custom domains and identity providers need the corresponding configured platform support.
Related questionOther industries
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Industry
Consulting teams
Keep advisory deliverables, client feedback and project decisions in an accountable shared space.
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Industry
Creative and digital agencies
Give clients a consistent place to review project work and respond to the people delivering it.
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This page
Implementation partners
Coordinate customer checkpoints across implementation projects with explicit access and decision ownership.