Client Portal

Client portal messaging and comments help teams keep client feedback, approvals, and project discussions organized in one place. This guide covers essential features, access controls, notifications, and how Stackby supports client collaboration.

A white-label client portal helps agencies and freelancers provide a branded client experience with custom logos, domain options, organized project information, secure access controls, and streamlined workflows using tools like Stackby.

This article compares magic links and traditional passwords for client portals, covering password less access, guest limits, security risks, and external-user costs. It explains how shared views and forms can simplify client access while protecting sensitive information.

This article explains how to give clients access to reports, project updates, forms, and portals without requiring account creation. It covers shareable links, embedded views, guest access, security considerations, and ways to simplify client collaboration while protecting internal data.