A secure workspace for client collaboration
The Hidesc client portal gives clients a defined place to review project information, shared documents, and communication. Internal teams keep control of what each client can see while clients receive a clearer view of the work shared with them.
Problems the client portal helps solve
- Project updates spread across long email threads.
- Documents stored in separate inboxes or personal folders.
- Clients asking repeatedly for the latest work status.
- External users receiving broader workspace access than required.
Main client portal capabilities
Controlled client access
Give external clients access to the projects, documents, and communication intended for them without exposing the rest of the workspace.
Client communication
Keep project messages and shared updates alongside the work they relate to, reducing scattered email conversations.
Portal branding
Use the available white-label options to present a more consistent client experience.
How a client portal workflow works
- 1.Create or select the project and confirm its internal owner.
- 2.Choose the information and documents that the client should access.
- 3.Configure client permissions before granting portal access.
- 4.Use the project workspace for shared updates and communication.
- 5.Review access when the engagement changes or closes.
Example client workflow
A professional-services team can keep internal tasks private while sharing selected deliverables and progress updates with a client. The client checks the portal for the current files and messages, while the delivery team continues managing ownership and deadlines in the same project.
Related Hidesc features
Connect client access with document management, task management, and role-based permissions.
Client portal FAQs
What information can clients access?
Access should be limited to the projects, documents, messages, and updates shared with that client. Review permissions before inviting external users.
Can the client portal replace every client email?
It can centralize project-related updates and shared files. Teams may still use email for conversations that do not belong to a Hidesc project or client record.
Should client permissions be reviewed?
Yes. Review access when a project starts, when responsibilities change, and when the engagement ends.