Set up your client portal

Set up a branded client portal to share project resources with your clients in a one place.

Note: This feature requires a Professional, Team or Enterprise plan.


Go to Settings -> Client portal and activate the switch. Now upload your logo in two different resolutions:

  • Square image, recommended size is 500x500 px (used in invoices and your public company page)
  • Wide image, recommended size is 300x100 px (used in the top navigation and branded emails)

client-portal

You can also specify your custom subdomain under which your client portal is hosted. Clients will now receive branded emails and see your logo in the navigation header when you add contacts to your projects.