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Inviting clients
Clients are people who get limited portal access to your workspace. They don't need a Plutio subscription, and they'll only see the projects and entities you've shared with them. Everything else stays hidden.
What clients can see and do
Within shared projects, clients can view and complete tasks, upload files, and start conversations. If an invoice, proposal, or contract is linked to a shared project, the client can view and interact with those documents too.
Other clients' data, your scheduler, forms, automations, and internal conversations don't appear anywhere in the client's view. From a client's perspective, the workspace only contains the projects and items they've been given access to.
How to invite a client from the Contacts page
- Open Contacts from the main menu.
- Click "Create" in the top-right corner. A creation form opens.
- Enter the client's name and email address. The email is required because Plutio sends the invitation to that address.
- Set the role to "Client". The client role gives portal-only access with fixed permissions that can't be changed.
- Click "Create" to save the contact record.
- Send the invitation. Plutio sends an email with a link to join your workspace. Once the client accepts, they'll log in through your subdomain and see only the items shared with them.
Controlling what each client can access
Client access is controlled per entity. Adding a client to a project gives them visibility into that project's tasks, files, and conversations. Linking an invoice or proposal to a project the client can access makes those documents visible too. Removing the client from a project revokes access to everything inside the project.
Client settings
Clients can change their own personal preferences: notification settings, password, and profile information. Clients can't access workspace settings, billing, branding, roles, or any configuration that affects the workspace as a whole.
Because the client role is fixed, all clients share the same permission boundaries. The difference between clients is which projects and entities each one has been granted access to, not what actions are available within those items.
