Invite or remove your client-side team members

You can give client contacts access to view their invoices and time reports directly in the portal.

Steps

1. Open the client account
   • Go to Client Database → Accounts and select the relevant account.
2. Find the “Client Portal Access” section
   • Click Add Team Member.
3. Enter details
   • Email Address – used for login.
   • Name and Surname.
   • Role – determines which notifications they receive:
     • Admin – all notifications.
     • Legal – time-tracking summaries only.
     • Billing – invoice and payment emails.
     • Billing + Legal – both types.
4. Click “Add Team Member”
   • The system automatically sends an invitation email with a sign-in link.
5. To remove a member
   • Click Revoke next to their name.

What clients see

Once added, clients can log in to view:

• Hours used and rate schedule utilisation by date range.
• Time-allocation reports.
• Hourly billing and project invoices.

Additionaly:

• Client Portal Access section in accounts is used for emailing reports and invoicing to clients

Notes

• Revoking access immediately disables sign-in for that contact.
• Roles can be updated later by editing the member entry.