Portal users are the people you work for. They sign in to your portal, see their own records, and never enter your workspace.

Inviting one

Portal users are managed separately from your team, under the portal's own user settings — not under Settings → Users, which is for colleagues.

Invite them by email; they set a password and sign in at your portal address.

What they can see

Only records that belong to them. A client sees their projects, their requests, their documents — not another client's, and not your internal work.

That scoping is the entire point of a portal, so it is worth stating clearly to your team: putting a record in a portal-backed sheet does not expose everything on it. What appears is what the portal is configured to show.

What they can never see

Your spaces, sheets and views.
Other customers' records.
Your internal fields, notes and discussion.
Your team's workload, or anything about your other clients.

They cost nothing

Portal users are not workspace members and take no seat. An agency with five staff and eighty clients pays for five.

Before you invite the first client

Open the portal yourself as a test user first. Check that what you see is what you intended — that is a five-minute check, and much better than discovering the answer from a customer.

Removing access

Remove a portal user and they can no longer sign in. Their records stay exactly where they are; only access ends.

Portal users and access