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Any customer contact you’ve given login access to lands here — a deliberately lighter, separate layout from the Staff/Admin portals, not a reskinned version of the same screens. A client can:
  • View and pay their invoices (Client Portal → Invoices), including downloading the PDF
  • Track projects they’re part of, read-only (Client Portal → Projects)
  • Browse the knowledge base (Client Portal → Knowledge Base)
  • Open and reply to their own support tickets (Client Portal → Tickets)
  • Accept or decline proposals and estimates sent to them, via the public links in those emails — this doesn’t require being logged in at all
A client never sees: other customers’ data, private staff notes on their own tickets, or anything in the Staff/Admin areas.