The Client Portal is a place for you to collaborate with your clients on projects, tasks, files and Sign-Offs. With the Client Portal, you can invite your clients into your Rockety workflow. You can pick and choose which projects, tasks, files and Sign-Offs they have access to, so you can keep your internal work private while still collaborating with your clients.

When you invite a client to the Client Portal, they'll receive an email letting them sign up for a Client Portal account. This is connected to the existing client you have set up in Rockety, so you can keep track of all your clients in one place. Once they sign up, they'll be able to log in to the Client Portal and access the projects, tasks, files and Sign-Offs you've shared with them.

The design of the Client Portal is deliberately simple and different from the main Rockety interface. This is to ensure that your clients can easily navigate and understand how to use it without overcomplicating things. The entire Client Portal interface is also designed to be entirely brandable, so you can customise it to match your brand's look and feel.

How to Enable the Client Portal

Getting the Client Portal set up and branded is simple. You can enable it in your organisation settings, and then customise it to match your brand. For the details, please check out our help article on how to set up the Client Portal.