Client portal: what clients see and how to give access

The client portal is a Scrumboards login for someone at your client. You grant it from the client record, in the Responsáveis (Contacts) block, by checking Criar acesso ao sistema (Create system access). That person signs in with email and password and sees only what belongs to their client.

How to give access

  1. Open Clientes (Clients) and click the client.
  2. On the Empresa (Company) tab, go to Responsáveis and click Adicionar (Add) (or edit an existing contact).
  3. Fill in the name and e-mail (email). Email is required to create access.
  4. Check Criar acesso ao sistema.
  5. Choose the Cargo de cliente (Client role), type the Senha (Password) (at least 8 characters), and repeat it in Confirmar senha (Confirm password).
  6. Save. The message Responsável salvo e acesso criado! (Contact saved and access created!) confirms it. The person gets an email invitation.

If you see Responsável salvo, mas o acesso não foi criado (Contact saved, but access wasn't created), the reason follows right after (for example, the person is already a member). The contact is saved; fix the issue and save again.

What the client sees

  • In the menu, only Painel de Controle (Dashboard), Projetos (Projects), Tarefas (Tasks), and Clientes.
  • Only their own client's data. They don't see other clients, the CRM, finance, or the agents.
  • Whatever the client role allows: role permissions apply to them just as they do to your team.

Client roles are roles marked as client roles on the company's roles screen. See Roles and permissions.

Prepare what they'll see

  • On the Arquivos (Files) tab, mark what can be shown as Compartilhado com cliente (Shared with client).
  • In reports, use the Visão cliente (Client view) button to check how the report looks to them before sending.
  • Tasks from restricted agents never appear in the client report.

Frequently asked questions

Does client access use a seat on the plan?

No. The plan's member count doesn't include people with a client role.

How do I remove a client's access?

Remove the person from the company on the members screen or change their role. See Vacation and offboarding.