What is the Customer Portal and how do I share it with a client?
Give clients a private, branded place to track their projects, estimates, invoices, and photos, and share their secure sign-in link in one click.
The Customer Portal is a private, branded page where your client can see everything about their job in one place: their projects, estimates to review and approve, invoices to pay, scheduled appointments, shared documents, and the photos you have chosen to show them. You share a link, your client signs in with their email, and they only ever see their own information.
How your client signs in
Sign-in is passwordless and secure. When you share a portal link, your client can get in two ways:
- One-tap link. The link you copy or send signs them straight in. It stays valid for 30 days.
- Email code. If the one-tap link has expired, or you simply send them to the portal address, they enter their email and we send them a 6-digit code to confirm it is really them. This code sign-in is always available, so a client is never locked out.
Either way, your client only sees the projects and documents tied to their own contact record.
Share the portal link
From any project:
- Open the Project menu (the menu in the top-right of the project page).
- Under Integrations, click Customer Portal.
- The client's link is copied to your clipboard. Paste it into a text or email to them.
The button appears once the Customer Portal is active on your workspace and the project has a primary contact set.
Choose which photos appear
Photos are private by default. On any project photo, open the photo menu and click Add to customer portal to include it in the gallery your client sees. Anything you do not add stays internal.
Send the link automatically when a project is approved
You can have Coastline email the portal link to the client the moment a project is approved:
- Go to Automations and create a new automation.
- Choose the trigger Project approved.
- Add a Send email action and write your message (or pick a template).
- Insert the Customer portal link dynamic value where you want the link to appear.
- Set the recipient to the project's primary contact and turn the automation on.
Now every approved project sends the client a one-tap link to their portal, with no manual step.
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