What your client sees (and approves)
The portal from your client's side: dashboard, action items, approvals and messages.
What your client sees (and approves)
Your client opens their link, with no account and no password, and lands on a branded dashboard: “A live snapshot of your project and anything that needs your attention.”
Their dashboard
- Current phase and next milestone, so they see where the project is at a glance
- Waiting on you: the approvals and requests you’ve sent them, each with a one-click Review or Open
- The project timeline with your milestone phases
- Every shared project, with anything outstanding flagged on its card
Their navigation covers Dashboard, Project Plan, Action Items and Messages.
Viewing vs participating
- Anyone with the link can view everything you’ve shared
- To participate (approve deliverables, answer requests, join message threads), a person needs to be invited by email from the client’s Client Portal tab
Approvals
When you mark a deliverable Requires Approval, it appears in their Waiting on you list. They review and approve right in the portal: no email chains, and you see the status change on your side the moment they do.
For what this looks like across MonoDesk, see Client Portal.
Last updated September 8, 2026
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