Client portal

The client portal gives every client of your workspace its own page. The client's people (its contacts) sign in with a code sent by email, without a password or a JinkoUp account, and see only the projects you share with them.

What clients see

• Their projects, with progress and the next due dates (if you leave Progress summary on).
• Tasks in the stages you share: title, status, stage and due date, plus priority, assignees' first names, description and subtasks if you turn them on.
• Messages with your team on each task, and a New request form that adds a task to the project's “Requests” stage.
• Changes you allow: marking tasks done, moving them between stages, changing due dates (all off by default).

You choose all of this per client and per project. The portal never shows internal comments, activity history, time entries, rates, custom fields, other projects or other clients.

Add a client

1. 1Click Clients in the sidebar (under Workspace), then New client.
2. 2Enter the client's name and pick the client owner: the team member responsible for it.
3. 3Optionally add a colour, a logo and the first contacts (name and email).
4. 4Tick the projects to share, then click Create client.
5. 5On the client page, click Invite next to each contact. They get an email with a sign-in link.

How contacts sign in

Send contacts your portal address (shown on the client page, e.g. jinkoup.com/portal). They enter their email and get a 6-digit code that works for 10 minutes. Sessions last 30 days. Only contacts of an active client can sign in.

• Sign out everywhere ends a contact's sessions at once (a lost laptop, a shared computer).
• Remove takes a contact off the client. Their messages stay.
• Archive a client to sign all its contacts out and stop them signing in. Restore it any time.

What the client does, and who it's done by

Requests, messages and changes from the portal are made in the client owner's name and labelled with the contact, for example via Ana Ruiz (O2 Sports, client): completed this task. The client owner and the task's assignees are notified. If the owner leaves the workspace, the Clients page asks you to pick a new one.

Messages in the task window

Client messages appear in the task window under Client portal messages, separate from internal comments, with a Visible to … label when a client can see the task. Your reply is shown in the portal and emailed to the contact.

Who can manage clients

Workspace admins, and members whose custom role has Manage clients (Settings → Roles & permissions). Everyone else can see which clients see a project and reply to client messages on tasks they can edit.