Client Portals

In LaunchBay, the way clients complete tasks and view information or updates related to the projects you’ve invited them to is through their client portals.

Portals in LaunchBay are login-less for clients to access, branded to your business, and can be customized to give clients access to additional information, websites, or software they’ll need throughout a project.

This article will explain how client portals work and the options you have for customizing them.

How Client Portals Work

When clients access their portals, either by clicking a magic link or by logging in with their username and password, the pages in the sidebar on the left let them view information and take action in the projects you've invited them to.

Every portal's sidebar includes three standard pages:

• Home: Clients land here when they open their portal. A welcome message at the top shows what’s waiting on them, with a button to start their first task and quick links to the rest of the portal.
• Activity: A dedicated page to view activity history and unread project notifications.
• All Tasks: Clients can view and complete all tasks your team has assigned them across all projects. The sidebar shows how many open tasks they have.

If a client has active invoices, an Invoices page also appears in their sidebar. It's hidden automatically when there are none.

Clients will also see a list of all active or on-hold projects they have access to. When they open a project, they'll see that project's pages. New projects include five default pages:

• Overview: Displays the Progress Tracker, your team members assigned to the project, any welcome content you’ve added, and shared project resources (if enabled).
• Tasks: Clicking a project from Home, the sidebar, or a breadcrumb opens this page first. Clients can view all active tasks in the project.
• Files: Clients can access all files associated with the project.
• Meetings: Clients can view all scheduled and past meetings for the project, including meeting status, call-in details, and any agenda items or summaries you've chosen to share.
• Messages: Clients can chat with your team about the project.

Project pages are set per project or per template, so you can rename them, reorder them, hide the ones you don't need, or add your own. The Overview and Tasks pages are always visible to clients.

How to Create Custom Project Pages

There will likely be times when you want to give clients access to information, dashboards, websites, or other software apps inside a project. You can add custom pages to any project or template alongside the default ones. Learn more in Creating Portal Pages.

Inviting Clients to Portals

When you invite clients to a LaunchBay project, they will automatically receive access to their portal, where they can access the tasks, information, and Project Pages associated with it.