Sharing & client accessStep-by-step guide
Share the client delivery portal
Send the intended review experience rather than the internal project dashboard.
Before you begin
Project owner or the view that exposes approved client-access details.
Here’s how to do it
Open the delivery project and select Client access.
Use Copy client portal link to copy the public-facing delivery address.
Copy the client access code using the provided control.
Share the link and code privately with the intended client.
Preview the portal yourself and explain that the reviewer may need to enter their name/email and the access code.
What happens next
The client can open the intended portal and authenticate for this project.
Good to know
An access code is not a team invitation. Do not share your creator login or an internal dashboard URL as client access.