Ship the portal and keep the ops. Clone the live Client Portal and the page your client sees reads from the same records your team works in — no sync step, no second tool to keep current.
The scene this fixes: a beautiful client-facing page bolted onto a database your team does not actually live in, so every update is a two-place edit and one of the two is always wrong by Friday.
What's Included
- Client-facing page: Branded, publishable, and readable on a phone
- The ops behind it: The same records in Board, Table, and Calendar for your team
- Role separation: permissions so clients read while your team edits
- Agents and automations: Custom agents draft the status summary; triggers publish it
- Reshape without a rebuild: Add a field and it appears in both the ops view and the portal
Plans and access
Publishing works on any plan. Custom domains and SSO/SAML are Business and above; SCIM user provisioning is Enterprise only.
How To Use
- Open the live app on this page and clone it into your workspace
- Replace the sample client with a real one and set your phases
- Publish and share the link — then run your delivery from the same board
- Connect related kits: matching generator, or the templates hub