Set up a client portal
Create a client experience in Bripes so your stakeholders can follow along and collaborate.
Overview
A client portal gives agency clients one place to review work, follow progress, and stay aligned with your team. Agencies use it to keep communication organized and reduce back-and-forth in email or chat.
Before you set up the portal, make sure the client is already invited and the work or requests are ready to share.
Set up the portal
Set the portal details
Choose the portal name and add the basic details that help clients recognize it as part of your agency experience.
Decide what clients should see
Review the work, requests, or updates you want visible, and hide anything that is still internal.
Invite or manage access
Add the client or confirm their access so the right people can open the portal and follow along.
Check everything from a client view
Open the portal the way a client would and confirm the experience looks complete, clear, and up to date.
What good setup looks like
The portal has a clear name, shows only the information clients need, and gives invited stakeholders access without extra steps. When the setup is working well, clients can understand what is happening and where to look next.
Keep the first version simple. Start with the essentials, then add more detail only when clients need it.
Next steps
Last updated 1 day ago
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