PSA Tutorial 6 of 8

Give clients visibility through the Client Portal

Turn on client-facing visibility for project tasks, and confirm what clients can see and act on - invoices, estimates, proposals, and contracts - without an email chain.

Uses: Client Portal, Project SettingsOutcome: client portal live with the right visibility settings
1

Confirm the client has portal access

Why it matters: every client record is a real user account in CrmLeaf, which is what makes portal access possible without a separate setup step.
  1. Open the client's record under Clients.
  2. Confirm their login details are set and they've received their portal access invitation.
What you'll see: the client can log in to a portal showing their invoices, estimates, proposals, and contracts.
2

Enable client-facing task visibility

Why it matters: by default, task-level detail may be kept internal - this setting decides whether clients see task progress, not just top-line project status.
  1. Open Project Settings for the relevant project.
  2. Turn on client_view_task if you want the client to see individual tasks, not just overall project status.
  3. Leave it off for projects where only milestone-level status should be client-visible.
What you'll see: task-level detail becomes visible in the client's portal view of the project, if enabled.
3

Enable client notifications

Why it matters: visibility in the portal only helps if the client actually knows to check it - notifications close that gap.
  1. In the same Project Settings area, turn on allow_client_notification.
  2. This determines whether the client is notified of relevant project updates automatically.
What you'll see: the client receives a notification when relevant project activity happens, instead of needing to check the portal proactively.
4

Review what the client sees

Why it matters: confirming the client's view before they log in avoids an awkward surprise if something internal was accidentally made visible.
  1. Log in as the client (or use a preview mode if available) to see the portal exactly as they will.
  2. Confirm invoices, estimates, proposals, and contracts show correctly and that only intended task detail is visible.
The client portal shows documents (invoices, estimates, proposals, contracts) and, if enabled, task-level project detail. A dedicated "approve this milestone" button separate from accepting an estimate or proposal isn't a distinct documented feature - milestone sign-off in practice happens through the estimate/proposal acceptance flow or through project status visibility. Confirm exact behavior with the product team if a client-facing "approve milestone" action is a hard requirement.
What you'll see: a client portal that accurately reflects what you intend the client to see and act on.

Tutorial complete

Your client portal is configured. Next, set up how your team submits and gets time approved on a weekly cadence.

Next: Running a Weekly Timesheet Approval Workflow

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