Client portal overview
Clients invited to a project access a dedicated space, separate from the agency interface.
Access
- The client receives an invitation email
- They click the link and sign in (or create an account)
- They access their project directly
The client portal URL follows the format archispec.fr/client/projects/....
Client navigation
The client portal offers the following tabs:
| Tab | Content |
|---|---|
| Products | Products proposed by the agency |
| Files | Documents shared by the agency (if at least one file is visible) |
| Progress | Shared planning (if planning is enabled on the project and shared) |
| Chat | External channel — communication with the team |
Clients also access their Account (profile and notifications) via the menu in the top right.
What the client sees
Products
The client only sees products with Proposed status or beyond in the lifecycle. Products hidden from the client remain invisible.
For each visible product, depending on sharing settings:
- Name, description, and images
- Price (if shared)
- Web link (if shared)
- Delivery tracking (estimated date, tracking number and link, when filled in)
Files
Only files the agency has made visible (eye icon enabled). View and download only — no adding or editing files. On visible images and PDFs, the client can still place annotations.
Progress
Visible only if planning is enabled on the project and client sharing is turned on. The client sees tasks marked as visible.
Chat
The client accesses the external channel only. The team's internal channel is inaccessible.
What the client cannot do
| Action | Available to client |
|---|---|
| Create or edit products | No |
| Export documents | No |
| Generate 3D models | No |
| Access internal chat | No |
| Edit project settings | No |
| Upload files | No |
| Annotate a visible image or PDF | Yes |
| Invite other agency members | No |
Preview the client space (agency side)
Before inviting a client, use client preview to check what they will see.
You can also open the client portal from the Client preview icon in the project bar. A banner indicates you are in preview mode and client actions are disabled.