Client Portal

Run migrations after updating CRM source:

php artisan migrate

Analytics tables: analytics_report_definitions, analytics_dashboards, analytics_dashboard_widgets, analytics_scheduled_reports, analytics_report_exports, and related permission/folder tables.

Custom Dashboard tables: dashboards, dashboard_widgets, dashboard_layouts, dashboard_filters, dashboard_permissions, dashboard_favorites, dashboard_templates, dashboard_shares, dashboard_activity, dashboard_public_links, dashboard_kiosk_sessions, dashboard_widget_plugins, dashboard_sql_queries.

Rebuild frontend assets: pnpm run build

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).