A workspace is a dedicated space for collaborating with each client. It brings together files, tasks, messages, forms, and billing, everything your client accesses through their portal.
You have an internal view of every workspace that works as your back office. From there, you control what clients can see and do when they log in to the portal.
For example, an accounting firm could create a workspace for each client during tax season, uploading returns and statements in Content, tracking review and approval tasks in Tasks & Projects, and sending invoices through Billing.
Before you start
Before creating your first workspace, configure your Client Portal under Settings > Client Portal. This is where you set Global Permissions, the rules that govern what clients can see and do across all your workspaces.
Setting this up first ensures your clients have the right access from the start.
Create a workspace
Click Workspaces in the sidebar.
Click the + icon.
Add a title (this is visible to your client).
Toggle on Chatroom if you want clients to be able to message you through this workspace.
Add tags if needed. Tags let you filter workspaces once you have many.
Tip: If you work with clients who have similar setups, create a workspace template to save time.
To create a workspace template, open a workspace, click the three-dot menu on the right, and select Convert into a template.
Invite clients
Click the Invite dropdown and choose to invite an existing client or create and invite a new one.
Clients are stored as contacts in your Directory. When you invite someone, a contact record is created for them automatically.
To view or update their information, go to Directory in the sidebar.
Send an invitation link manually
If a client didn't receive their invitation, you can copy the link to send it to them.
Click the initials bubbles next to the Invite
Click Manage Permissions
In the Invited Clients tab, copy find their invitation link
Control what clients can see and do
Viewing all clients across workspaces
Click Manage Clients from the workspace list header to get a full picture of your clients, such as:
Who has accepted their invitation
When they were last invited
Who owns the contact
Which workspaces each client has access to
Managing permissions for clients in workspaces
Click the initials bubbles next to the Invite button to manage permissions for individual clients in the workspace. From there you can toggle on or off:
Chatroom access
Task access
Folder access
Or remove a client's workspace access entirely.
Seeing what your client sees
You have two ways to check the client experience:
Option 1: Preview a workspace
Click Preview in the top right of any workspace to see and build the workspace in context. This is useful for getting a sense of the layout as you're setting things up, but it doesn't reflect the exact view your client will see based on their specific permissions.
Option 2: Invite yourself
To see the workspace exactly as a client would, invite yourself using your own email address. This gives you full client-side access with the same permissions applied, so you can check visibility and layout exactly as they would experience it.
What's next?
Now that your workspace is created and your clients invited, learn how to add content, assign tasks, send documents, and more.
💬 Need more help? Chat with us anytime via the bubble in the bottom-right corner or email [email protected]. We’re happy to help!