# Set up your Client Portal

> One branded link per client. No logins, no chasing.

Category: Client Portal & updates
Web version: https://www.monodesk.com/help/client-portal/set-up-your-client-portal
Last updated: October 23, 2026

Each client gets a private portal: **one link that covers every project you choose to share, always up to date**. Anyone with the link can view what you've shared, with no account and no login.

## Turn it on

1. Open the client from **Clients** in the sidebar; their **Client Portal** tab is front and centre
2. Click the turn-on button; it carries the client's name, like **Turn on Hector's Deli's portal**
3. That's it: you'll see **Portal is live** with the private link, ready to **Copy**

![The Client Portal, live](https://www.monodesk.com/help/screenshots/client-portal-tab.png)

Tip: set your **business name and logo** first under **Settings → Branding**; that's what your client sees across the top of their portal.

Prefer video? Watch [the Client Portal walkthrough](https://www.monodesk.com/help/videos#client-portal).

## Choose what's shared

The **Projects** list on the client's page shows what's **Shared in the portal** and what's **Not shared**. Click the eye icon to show or hide any project. Changes are live, and the order here is the order your client sees.

## Preview it as your client

Click **Client preview** to see exactly what your client sees: their dashboard with active projects, anything **waiting on them**, the next milestone or the project board, and every shared project. There's a mobile toggle too, since clients often open the link on their phone.

![What your client sees: their dashboard with everything waiting on them](https://www.monodesk.com/help/screenshots/portal-client-view.png)

## Two ways to share

- **Copy the link** and send it however you like; anyone with the link can *view*
- **Share by email:** everyone you add gets their own way in and can *participate*: message threads, approvals, and the updates you send from projects. Invites you've sent show under **People invited**

Your client gets a friendly email with no account or password to set up, and they can reply to it directly:

![The portal invite email](https://www.monodesk.com/help/screenshots/portal-invite-email.png)

## Messages and approvals

Every portal also keeps a running thread between you and the client. Messages, submissions and anything you're waiting on collect there, so the chasing happens in one place instead of your inbox. A message you haven't sent yet survives a page refresh, on your side and on theirs.

## Emails when your client does something

MonoDesk emails you when a client messages you, answers a request (with files, a link or text), or reviews a deliverable.

Each teammate picks which client portals email them under **Settings → Notifications → Client Portal Emails**: **All portals**, **Only portals I choose** or **Off**. With **Only portals I choose**, any portal you turn on is added to your list for you. See [Your profile & settings](https://www.monodesk.com/help/teams-account/your-profile-and-settings#client-portal-emails).