Client Visibility
The One Projects includes a white-label client portal at portal.theoneprojects.app where your clients can view their projects, milestones, and progress without accessing the admin interface. The portal uses your organization's logo and brand colors.
How the Client Portal Works
- Each client organization gets access via portal user accounts you create
- Portal users see only projects associated with their client record
- The portal is separate from the admin app — different URL, different auth, lighter design
- Your branding (logo, primary color, company name) appears throughout the portal
Inviting a Client Portal User
- Go to Admin → Portal in the left sidebar
- Click Invite Client User
- Enter the client's email address and select their role:
- Client Admin — Can manage other portal users for their org
- Client Member — View-only access
- Click Send Invite
The client receives an email with a one-time invite link. The link expires after first use. When they click it, they are prompted to set a password and activate their account.
Resending an invite: Find the user in the portal users list and click Resend Invite.
Removing a portal user: Click the user in the list and click Remove User. They immediately lose access.
What Clients Can See
Portal users can see the following for their client's projects:
| Item | Visible to Client |
|---|---|
| Project name | Yes |
| Project status | Yes |
| Project description | No (internal only) |
| Progress percentage | Yes |
| Milestones and their statuses | Yes |
| Milestone due dates | Yes |
| Milestone deliverables | Yes |
| Task names | Yes (if milestone is visible) |
| Task assignees | No |
| Time entries | No |
| Budget and cost data | No |
| Internal comments | No |
| Document files (uploaded) | Yes |
| Wiki documents | Yes |
Budget figures, time entries, billing rates, and internal comments are never exposed to portal users regardless of their role. This data stays in the admin interface only.
Progress Percentage Display
The portal shows a progress bar for each project based on the project's progress_percent field. This is updated automatically as tasks move to Done status:
progress_percent = (completed tasks) / (total tasks) × 100
For projects where tasks aren't linked to milestones, progress can be set manually on the project by a project manager.
Client-Facing Milestone View
In the portal, milestones are the primary content. For each milestone, clients see:
- Milestone name
- Due date
- Status (Pending / In Progress / Completed / Overdue)
- Deliverables list
- Progress percentage
Clients cannot add, edit, or delete milestones.
Client Comments
Portal users can read and post comments on tasks that are visible to them. Team members with Member access and above can also see and respond to portal user comments.
This creates a threaded conversation between your team and the client on specific tasks — keeping context in one place rather than email.
Portal Branding
The portal automatically applies your org's branding configured in Admin → Settings:
| Setting | Where It Appears |
|---|---|
| Logo URL | Portal header, login page |
| Primary Color | Buttons, links, active states |
| Company Name | Portal title, login page subtitle |
| Custom Domain | Optional — host the portal at your own domain (e.g., projects.yourmsp.com) |
To configure a custom domain for the portal:
- Go to Admin → Settings
- Enter your domain in the Custom Domain field
- In your DNS provider, create a CNAME record pointing your domain to
portal.theoneprojects.app - Allow up to 24 hours for DNS propagation
Portal Login Methods
Clients can log in to the portal using:
- Email + Password — Standard credentials set during invite activation
- Magic Link — Client enters their email and receives a 15-minute login link; no password required
For clients who log in infrequently, magic link is the recommended option — it eliminates password reset support requests.
Portal User Management by Clients
Client Admin portal users can:
- View other portal users in their organization
- Invite new portal users (within their org)
- Remove portal users
They cannot see the Projects admin interface, your team, your internal notes, or any other client's data.