Give clients a focused login to their own workspace

The client portal gives your clients a dedicated login to see exactly what you want them to see — tasks, messages, tickets, invoices, and even a read-only view of their pipeline deals — without ever accessing your agency settings, other clients, or internal data.

Creating client portal access

1
Open the client workspace and go to Settings.
2
Scroll to the Client Portal section.
3
Check the box to enable client login. This activates the portal creation form.
4
Enter the client's login email. This is the email address they will use to sign in. It does not have to match their contact email — use whichever email they prefer for the portal.
5
Select which tools the client can see (see the next section).
6
Save the settings, then click Create. WorkRate creates the portal account and automatically emails the client a secure setup link.
7
The client clicks the link and sets their own password. Nobody at the agency ever sees or types the client's password — they choose it themselves the first time they open the link.

💡 Tip: There's no temporary password to generate or hand off. WorkRate handles the invite email and the client picks their own credentials, so there's nothing for you to relay or keep track of.

Choosing which tools the client can see

You control exactly which parts of their workspace the client can access. Everything else is hidden — they can't navigate to it, see it, or know it exists.

Overview

A dashboard showing their active work, recent activity, and open items at a glance.

Tickets

Lets the client submit new support requests and view the status of existing tickets.

Messages

Lets the client read and reply to conversations in their workspace thread.

Tasks

Lets the client view the task board for their workspace. Read-only — they can see cards but not edit them.

Invoices

Lets the client view their invoice history and payment status.

Pipeline

Lets the client see their own deals moving through your pipeline stages. Read-only — they can't drag, edit, or create deals, but it's a great way to show active upsell or expansion opportunities transparently.

Forms

Surfaces a lead form you've published for this client's portal audience, if one exists.

💡 Tip: Start with Messages and Tickets for most clients. Add Tasks, Invoices, and Pipeline only when the client actively wants that visibility. Keep it simple — the more tools you show, the more questions you'll get.

What the client sees when they log in

Only their workspace. Clients cannot see any other client's data. The client selector and agency navigation are hidden entirely.
Only enabled tools. If you didn't enable Invoices, they cannot navigate to invoices. The menu item doesn't exist for them.
Agency-only notes are hidden. CRM notes marked agency-only, internal ticket comments, and team-only information are never visible through the portal.
Your branding if white label is set up. If you've configured white label, the client sees your logo and platform name — not WorkRate's.
No pricing or billing settings. Clients cannot see your service rates, agency settings, or anything financial beyond their own invoices if you've enabled that tool.

Updating portal access

1
Open Client Settings → Client Portal.
2
To change visible tools, update the tool checkboxes and save. Changes apply immediately on next login.
3
If the client forgot their password or needs a new setup link, click Resend. WorkRate emails them a fresh secure setup link so they can set (or reset) their own password — you never see or set it for them.
4
To change the login email, update the email field and save. The client must use the new email on next login.

Revoking client portal access

1
Open Client Settings → Client Portal.
2
Uncheck the Enable Client Login option and save. The client's login stops working immediately.
3
The client's data is not deleted — their workspace, tickets, messages, and invoices are all still in WorkRate. Only the login access is removed.

Tips & best practices

Set up the portal during onboarding. Clients who log in within the first week of a project are more engaged and generate fewer "where are we at?" emails.
Use Tickets for all client requests. Once a client has portal access, direct them to submit tickets instead of emailing you directly. This keeps everything tracked and assigned.
Keep portal-visible notes professional. If you enable Tasks or Messages, clients can read everything in those sections. Write accordingly.
Use your custom domain. Sending clients to app.youragency.com instead of app.workrate.cloud is more professional and reinforces your brand.
Tell clients what they can do. Send a short email when you set up their portal: "You can log in here, submit support requests, and check the status of your project." Clients won't explore on their own — tell them what's available.

Troubleshooting

The client says their login isn't working

Confirm in Client Settings that portal access is enabled and the email address matches exactly what they're entering. If they never finished setting a password, click Resend to send them a fresh secure setup link. Confirm they're going to app.workrate.cloud (or your custom domain) and not another URL.

The client can't see a tool I enabled

Open Client Settings → Client Portal and confirm the tool checkbox is checked and saved. Refresh the page to confirm the save was successful. The client may need to log out and log back in to see the change.

The client is seeing things they shouldn't

Check which tools are enabled in Client Settings. Disable any tools that shouldn't be visible. Also check your CRM notes — if you have notes in client-visible sections, switch them to agency-only notes.

The client forgot their password

Click Resend in Client Settings → Client Portal. WorkRate emails the client a new secure setup link so they can choose a new password themselves. There's no temporary password for you to create or hand off.