Features
Client Portal
Give clients access to their projects
The Client Portal gives your clients a dedicated space to view their projects, approve work, and communicate with your team—without needing full access to Helm.
What Clients Can Access
- Projects - View project status and progress
- Tasks - See tasks and provide approvals
- Documents - Access shared documents
- Invoices - View and pay invoices
- Comments - Communicate on specific tasks
Client Permissions
Control exactly what clients can see and do. Grant access to specific projects and choose whether they can view, comment, or approve.
Branding
The portal uses your workspace branding, giving clients a professional, consistent experience with your business.