Client portal

Give your customers a branded login to see their tasks, invoices, files, and the organisation passwords you choose to show them.

The client portal is a separate sign-in surface for your customers. They log in with credentials you create for them, and see only the things you choose to share.

What clients can see (when you enable each tab)

• Tasks, Tasks you've explicitly shared with them, with approve / reject buttons where applicable.
• Invoices, Their invoices that you've sent (drafts and cancelled invoices are never shown).
• Files, Files you've uploaded against their client record.
• Passwords, Only the organisation passwords linked to their client record that you marked to show in the portal.

Each tab is a toggle, turn off what you don't want them to see.

Setting up portal access for a client

1. Go to CRM → Clients and open the client.
2. Click the Accounts tab.
3. Add a contact person if there isn't one already, they need an email.
4. Click Create login on the contact. The app emails the sign-in details (the sign-in address and a temporary password) to the contact's own email address. You are never shown the password, so there is nothing to copy or pass on. The login always uses the contact's email; to use a different address, change the contact's email first.
5. Click the Portal Settings tab and toggle on the tabs you want this client to see.
6. If the email didn't arrive, use Send new password on the contact: it emails a fresh password and the old one stops working.

On first sign-in the client is forced to set their own password, then lands on the first tab you enabled.

Custom domain (optional)

By default the portal lives at nexuserp.dev/portal/<your-org-slug>/signin. You can swap that for your own domain, for example portal.yourcompany.com, under Dashboard → White-labeling → Client Portal Domain. See Custom domains for the DNS steps.