Client Portal
The client portal gives your clients a clean, read-only window into their retainer health — no setup or account management required on their end.
What clients can see
When a client accesses their portal, they see:
- Current retainer usage — hours consumed vs. included this cycle
- Recent activity — time entries and completed tasks
- Usage history — month-by-month breakdown
- Reports — downloadable usage summaries
Clients cannot see other clients' data, internal notes, team communications, or billing information.
Sharing the portal link
Each client has a unique portal URL. From the client detail page, click Share Portal to copy the link. Send it directly to your client — they don't need a RetainerOps account.
You can also invite a client contact by email from the portal share dialog. This sends them an invitation with their portal link and creates a client role user scoped to their account.
Client role users
When a client contact accepts a portal invitation, they get a client role account. This role is strictly read-only and limited to data for their own client record. They cannot access the main dashboard, other clients, or settings.
See Users & Roles for more detail on role permissions.
Revoking portal access
To remove a client's access to their portal, go to Settings → Users, find the client user, and deactivate or delete their account.