How to Show a Client Project Status Without Access to the Full Database
How to give clients current project status through a portal without opening access to your internal database.
The client asks: "How is it going?"
The usual answer is a spreadsheet screenshot, a PDF, or "everything is on track". A week later they ask again — and the cycle repeats.
A Link Instead of a Screenshot
Client Portal is a link where the client sees the current status of their project.
Not a file that was outdated yesterday. Not a table with extra columns. Only what you chose to show.
Read-Only Access
The client cannot:
- change amounts;
- delete records;
- see internal costs and markups;
- access other clients' projects.
View-only access — via a specific link.
Configuring Visible Data
You choose what to show:
- stages and statuses;
- deadlines;
- approved line items;
- documents for the client.
Internal purchases, subcontractor correspondence, and margin stay hidden.
Summary
Client Portal removes the "send me a status update" routine and gives the client transparency without risk to your database. Configure visibility once — the client checks when it suits them.