How to show a client the estimate in the client portal
The ArchiBoard client portal lets your clients follow the project's procurement without signing up. They see the estimate with photos and dates, the amount saved, the payment schedule and the overall timeline. They can also approve or reject items themselves and ask questions directly.
- 1
Create a portal link
Open «Project», then «Client Portal». On the «Link access» tab, create a new link. Choose the access rights: «View only» or «View + approve / reject». If needed, set an expiry date for the link or revoke it.
- 2
Set up what the client sees
Choose what the client sees in each item card. In «What the client sees in the item card», tick the options for the whole project: «Photo and gallery», «Price», «Supplier and link», «SKU and dimensions», «Receipts», «Supplier invoices», «Acceptance photo», «Supplier payment», «Date changes», «Question button». For dates, choose «Actual only», «Actual + planned» or «Hide».
- 3
Check with the preview
Use the «Client preview» tab to see the portal through your client's eyes and make sure everything is displayed correctly.
- 4
Change visibility for a single item
To change the visibility of a specific item, open it in the preview. At the bottom of the card you'll find «Visibility of this item», where you can set it individually. «As in project» brings back the project-wide settings for that item.
Good to know
- By default the client does not see supplier invoices, supplier payments or date changes. Tick these options if you want to show them.
- Hidden data is not just hidden on screen — it is never sent to the client's browser.
- Documents open via a protected link and become unavailable if the portal link is revoked or has expired.
Related guides
Try it on your own project
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