Client Portal

Customers access the portal at /client/login using the username and password set during customer creation or lead conversion.

• Separate authentication from staff — clients never use the admin login URL.
• Reset passwords from the customer record in admin or via client password reset if enabled.
• Each customer account maps to one primary portal identity.

After login, clients typically see:

• Proposals, estimates, and invoices shared with their account.
• Payment options on open invoices (when Stripe/PayPal is configured).
• Shared media/files uploaded by your team.
• Profile and contact details (where exposed in your build).