Share the client portal with a brand
Brands get one link to see your proposal, sign the contract, pay invoices, share files and book calls.
3 min read · Updated October 2026
Step 1: Open the project
Find the Client portal card on the project.
Step 2: Add the brand
Add their contact to the project. They're emailed their portal link automatically.
Step 3: Share files and meetings
Files you mark as shared and calls you schedule show up in their portal.
Branding on Pro
On Pro, the portal shows your logo and colors and can live on your own domain.
Tip: Brands don't need an account or a password, just the link.
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