--- title: Managing Client Access description: Leverage Ressio's client portal to keep your client(s) informed on your project's progress, address questions/concerns, and receive timely sign-offs on approval documents --- [Skip to content](https://help.ressiosoftware.com/managing-the-client-view#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Settings](https://help.ressiosoftware.com/feature-guides?hsLang=en#settings) # Managing Client Access ## Leverage Ressio's client portal to keep your client(s) informed on your project's progress, address questions/concerns, and receive timely sign-offs on approval documents Ressio makes it easy to selectively share project information with your clients. **Benefits:** - 🔎 Informed clients are happy clients - ✅ Get quick approvals with Esign - 💬 Avoid miscommunication - 💪 Get a leg-up on the competition - ⚠️ Save a log of changes and approvals - 🗂️ Keep communication organized --- #### **Table of Contents** 1. [Previewing the client portal](https://help.ressiosoftware.com/managing-the-client-view#preview) 2. [Customizing the client view](https://help.ressiosoftware.com/managing-the-client-view#customize-your-view) 3. [Default Access](https://help.ressiosoftware.com/managing-the-client-view#default) 4. [Release Approval Documents](https://help.ressiosoftware.com/managing-the-client-view#released) 5. [Estimate Lock](https://help.ressiosoftware.com/managing-the-client-view#estimat-lock) 6. [Task Assignments](https://help.ressiosoftware.com/managing-the-client-view#task-assignments) 7. [Customer Visibility](https://help.ressiosoftware.com/managing-the-client-view#customer-visibility) 8. [Project Settings](https://help.ressiosoftware.com/managing-the-client-view#project-settings) --- [\[back-to-top\]](https://help.ressiosoftware.com/managing-the-client-view#back-to-top) #### **Previewing the Client Portal** Want to see what your client will see when they access their project? Select the 👁️ **Eye icon**. It appears on every page. The client portal opens in a new, mobile-shaped window. ![Client eyeball-2](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Client%20eyeball-2.png?width=552&height=319&name=Client%20eyeball-2.png) 💡 The client portal is optimized for mobile but can be used on all devices. #### Previewing Client Portal on the Budget Page in Cost-Plus Projects On the Budget Page you can now preview what the client will see from the budget.  ![Screenshot 2026-01-07 at 4.29.35 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-07%20at%204.29.35%20PM.png?width=670&height=271&name=Screenshot%202026-01-07%20at%204.29.35%20PM.png) 1. Navigate to the '**Budget Page**' of the project. 2. On the right hand side go the the '**Column**' panel and underneath you will see the '**Customer View**' panel.  3. Click on '**Customer View**', select or deselect what columns you want them to see. 4. Hit '**Save**' 5. Hit the '👁️ **Preview**' to view from the customer's perspective.  ![Screenshot 2026-01-07 at 4.00.54 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-07%20at%204.00.54%20PM.png?width=670&height=302&name=Screenshot%202026-01-07%20at%204.00.54%20PM.png) ![undefined-Jan-07-2026-09-10-26-9950-PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/undefined-Jan-07-2026-09-10-26-9950-PM.png?width=670&height=336&name=undefined-Jan-07-2026-09-10-26-9950-PM.png) ⚠️ To allow for customers to see the table, you must toggle on '**View table**' under ***Project Settings** -\> **Customer**-\> **Budget *** 🎗️ Remember, the customer view panel is only available on **cost-plus projects**. ![Screenshot 2026-01-07 at 4.35.42 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-07%20at%204.35.42%20PM.png?width=525&height=166&name=Screenshot%202026-01-07%20at%204.35.42%20PM.png) [\[back-to-top\]](https://help.ressiosoftware.com/managing-the-client-view#back-to-top) --- #### Layout The client portal is organized into five sections along the bottom menu.  ![Screenshot 2025-12-10 at 4.17.43 PM-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-10%20at%204.17.43%20PM-1.png?width=257&height=444&name=Screenshot%202025-12-10%20at%204.17.43%20PM-1.png) **Home:** Project name and photo │ Unapproved documents │Daily Logs │ Project Files │ Budget  **Specs: **Searchable scope of work │ Communication │ File/link sharing **Approvals: **Proposals, Selections, and Change Orders │ Organized by Status **Logs: **List of Daily logs │ Communication **More: **List of schedule tasks and phases │ Calendar view │ Budget (includes Invoices) │Manage profile │ Set password │ Sign out --- [\[back-to-top\]](https://help.ressiosoftware.com/managing-the-client-view#back-to-top) #### **Customizing your client's view** Once clients have access to Ressio, they have a very limited view of project information. Sharing additional project information is controlled through five mechanisms. - Released approval documents - Estimate Lock - Task Assignments - Customer Visibility - Project Settings --- #### **Default Access** By default, clients can only view the **Specs page**. The Specs page is based on the left hand of the estimate column. No prices are shown, only the category and cost item names and descriptions. The Specs page will likely match the proposal. ![Screenshot 2025-12-10 at 5.21.17 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-10%20at%205.21.17%20PM.png?width=670&height=337&name=Screenshot%202025-12-10%20at%205.21.17%20PM.png) [\[back-to-top\]](https://help.ressiosoftware.com/managing-the-client-view#back-to-top) --- #### **Released Approval Documents** Approval documents usually include pricing information and require a client signature. Client facing approval document include: - [Proposals/Contracts](https://help.ressiosoftware.com/proposal-overview?hsLang=en) - [Change Orders](https://help.ressiosoftware.com/ressios-change-order-process?hsLang=en) - [Selections](https://help.ressiosoftware.com/releasing-and-approving-selections?hsLang=en) - [Invoices](https://help.ressiosoftware.com/invoices-overview?hsLang=en) (no signature needed) These documents include an option to Release. Once selected, an email with a link to Ressio will be sent. [Approval documents](https://help.ressiosoftware.com/approvals-page-overview?hsLang=en) can be tracked by statuses, like Draft, Released, Approved, Declines, and Void. Clients have the option to view the pricing information on the documents, and either Approve, Decline, or send a message. Builders are notified of any client action. ![Screenshot 2025-12-10 at 4.32.13 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-10%20at%204.32.13%20PM.png?width=670&height=498&name=Screenshot%202025-12-10%20at%204.32.13%20PM.png) [\[back-to-top\]](https://help.ressiosoftware.com/managing-the-client-view#back-to-top) --- #### **Estimate Lock** Once a proposal or contract is signed, builders should [lock the estimate.](https://help.ressiosoftware.com/unlocking/locking-the-estimate?hsLang=en) Locking the estimate will make the **project base price** visible in the client portal. It also allows you to issue change orders, and certain types of client invoices. ![Screenshot 2025-12-10 at 4.51.58 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-10%20at%204.51.58%20PM.png?width=609&height=347&name=Screenshot%202025-12-10%20at%204.51.58%20PM.png) [\[back-to-top\]](https://help.ressiosoftware.com/managing-the-client-view#back-to-top) --- #### **Task Assignments** Similar to approval documents, clients can be assigned to tasks to share information. Tasks appear in two areas: - Schedule - To-dos Assigning a client to a To-do will automatically notify them via email. Schedule tasks will be visible based on project settings and clients can be notified by choice. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/357d7972-8d74-4152-a8ff-dd3d067b3490/6decbf94-6fff-4df7-b521-c02d5a7d1e86/images/1f3f139c-fb3c-4694-a463-5f75c89fdde2.gif) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/0773f35f-a7e3-4108-bec1-75ce2f78b1f4/fa448a7e-7d56-4c3d-8eb0-a86635ca4af0/images/4a7e2a97-8b90-4b92-9935-0842f3e7039e.gif) [\[back-to-top\]](https://help.ressiosoftware.com/managing-the-client-view#back-to-top) --- #### **Customer Visibility** For information that doesn’t include pricing and doesn’t require approvals, you can choose whether clients can see it by changing the visibility. This information includes: - Daily Logs - Files - Messages **Daily Logs** can be Internal or Customers. Client can only see Customer logs. By default, Daily Logs are Internal. ![Screenshot 2025-12-11 at 11.20.55 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-11%20at%2011.20.55%20AM.png?width=670&height=324&name=Screenshot%202025-12-11%20at%2011.20.55%20AM.png) **Files** have four visibilities: - Internal - Customer - Vendor - Public Clients see files with both Customer and Public visibility. Visibility defaults are different depending on where the file is added. ![Screenshot 2025-12-11 at 11.23.36 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-11%20at%2011.23.36%20AM.png?width=403&height=347&name=Screenshot%202025-12-11%20at%2011.23.36%20AM.png) **Messages** can be sent to different stakeholders. Each message you send has a **channel** that controls visibility: | **Channel** | **Visible to ** | **Purpose** | | --- | --- | --- | | Customer (Homeowners)  | Customers & Team Members | Communicate directly with your clients. | | Vendors | Vendors & Team Members | Collaborate on trade-related items and specs. *(If specs aren’t shared with vendors, they won’t receive messages.)* | | Public | Customers, Trades, & Team Members | Share updates meant for everyone involved. | | Internal | Team Members Only | Discuss privately with your internal team. | | View All | All threads in one place | Centralized view for all communication. | Clients will receive messages sent to both Customers and Public. Message defaults are different depending on from where the message is sent.  General Messages can only be sent to customers and internal. ![Screenshot 2025-12-11 at 11.30.54 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-11%20at%2011.30.54%20AM.png?width=530&height=332&name=Screenshot%202025-12-11%20at%2011.30.54%20AM.png) 🎓 To learn more about messaging, please read [Messaging Across the Platform. ](https://help.ressiosoftware.com/how-to-send-message?hsLang=en) [\[back-to-top\]](https://help.ressiosoftware.com/managing-the-client-view#back-to-top) --- #### **Projects Settings** Go to **Project settings** and under the **Customer** tab to edit Customer Project settings. ![Screenshot 2025-12-10 at 4.36.56 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-10%20at%204.36.56%20PM.png?width=584&height=477&name=Screenshot%202025-12-10%20at%204.36.56%20PM.png) ###### Schedule **View assigned phases & tasks** — Customer can view any schedule phases or task assigned to them **View all phases** — Customer can view all schedule phases in a list and calendar view **View gantt chart** — Customer can view all schedule tasks in a gantt chart ###### Specifications **View list** — Customer can view all specifications **View cost breakdown** — Customer can view detailed cost breakdown for specification items ###### Budget **View info** - Customer can view budget information **View projections** — Customer can view pending changes, actual adjustments, and projected price in the budget summary **View table** — Customer can view full cost breakdown in the budget table **View table actuals** — Customer can view bill name, amount, vendor name, and issue date in the "Actuals" column of the budget table ###### Change log **View list** — Customer can view the change log ###### Approvals **View draft selections** — Customer can view draft selections in the approvals screen [\[back-to-top\]](https://help.ressiosoftware.com/managing-the-client-view#back-to-top) --- If you have any questions or need further assistance, contact our support team at **support@ressiosoftware.com**. We're here to help! - [Getting started](https://help.ressiosoftware.com/getting-started?hsLang=en) - [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en#main-content) - [Schedule](https://help.ressiosoftware.com/feature-guides?hsLang=en#schedule) - [Estimate](https://help.ressiosoftware.com/feature-guides?hsLang=en#estimate) - [Specs](https://help.ressiosoftware.com/feature-guides?hsLang=en#specs) - [Budget](https://help.ressiosoftware.com/feature-guides?hsLang=en#budget) - [Invoices](https://help.ressiosoftware.com/feature-guides?hsLang=en#invoices) - [Approvals](https://help.ressiosoftware.com/feature-guides?hsLang=en#approvals) - [Time Clock](https://help.ressiosoftware.com/feature-guides?hsLang=en#time-clock) - [Calendar](https://help.ressiosoftware.com/feature-guides?hsLang=en#calendar) - [Daily Log](https://help.ressiosoftware.com/feature-guides?hsLang=en#daily-log) - [Change Orders](https://help.ressiosoftware.com/feature-guides?hsLang=en#change-orders) - [Messaging & Notifications](https://help.ressiosoftware.com/feature-guides?hsLang=en#messaging-notifications) - [Client Portal](https://help.ressiosoftware.com/feature-guides?hsLang=en#client-portal) - [Settings](https://help.ressiosoftware.com/feature-guides?hsLang=en#settings) - [Projects](https://help.ressiosoftware.com/feature-guides?hsLang=en#projects) - [Selections](https://help.ressiosoftware.com/feature-guides?hsLang=en#selections) - [Prospect management](https://help.ressiosoftware.com/feature-guides?hsLang=en#prospect-management) - [Vendor Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#vendor-management) - [Cost Catalog](https://help.ressiosoftware.com/feature-guides?hsLang=en#cost-catalog) - [To-dos](https://help.ressiosoftware.com/feature-guides?hsLang=en#to-dos) - [Bid Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#bid-management) - [Plan hub](https://help.ressiosoftware.com/feature-guides?hsLang=en#plan-hub) - [General](https://help.ressiosoftware.com/feature-guides?hsLang=en#general) - [Proposals](https://help.ressiosoftware.com/feature-guides?hsLang=en#proposals) - [Files](https://help.ressiosoftware.com/feature-guides?hsLang=en#files) - [Ressio Payment Processing](https://help.ressiosoftware.com/feature-guides?hsLang=en#ressio-payment-processing) - [Financial Tools & Services](https://help.ressiosoftware.com/feature-guides?hsLang=en#financial-tools-services) - [Mason](https://help.ressiosoftware.com/feature-guides?hsLang=en#mason) - [Reports](https://help.ressiosoftware.com/feature-guides?hsLang=en#reports) - [Warranty](https://help.ressiosoftware.com/feature-guides?hsLang=en#warranty) - [Automations](https://help.ressiosoftware.com/feature-guides?hsLang=en#automations) - [FAQs](https://help.ressiosoftware.com/faqs?hsLang=en#main-content) - [Vendors](https://help.ressiosoftware.com/faqs?hsLang=en#vendors) - [Estimate](https://help.ressiosoftware.com/faqs?hsLang=en#estimate) - [QuickBooks Online](https://help.ressiosoftware.com/faqs?hsLang=en#quickbooks-online) - [Customers](https://help.ressiosoftware.com/faqs?hsLang=en#customers) - [Files](https://help.ressiosoftware.com/faqs?hsLang=en#files) - [Invoices](https://help.ressiosoftware.com/faqs?hsLang=en#invoices) - [My account](https://help.ressiosoftware.com/faqs?hsLang=en#my-account) - [Insurance](https://help.ressiosoftware.com/faqs?hsLang=en#insurance) - [Time Clock](https://help.ressiosoftware.com/faqs?hsLang=en#time-clock) - [Selections](https://help.ressiosoftware.com/faqs?hsLang=en#selections) - [Templates](https://help.ressiosoftware.com/faqs?hsLang=en#templates) - [Mason AI](https://help.ressiosoftware.com/faqs?hsLang=en#mason-ai) - [Troubleshooting](https://help.ressiosoftware.com/troubleshooting?hsLang=en) - [Integrations](https://help.ressiosoftware.com/integrations?hsLang=en#main-content) - [QuickBooks Online](https://help.ressiosoftware.com/integrations?hsLang=en#quickbooks-online) - [File Integrations](https://help.ressiosoftware.com/integrations?hsLang=en#file-integrations) - [Sero](https://help.ressiosoftware.com/integrations?hsLang=en#sero) - [Adaptive](https://help.ressiosoftware.com/integrations?hsLang=en#adaptive) - [AI](https://help.ressiosoftware.com/integrations?hsLang=en#ai) - [Account](https://help.ressiosoftware.com/account?hsLang=en) [![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Logo%20Dock%20Icon-1.png?width=50&height=50&name=Logo%20Dock%20Icon-1.png)](http://ressiosoftware.com) [www.ressiosoftware.com](http://www.ressiosoftware.com) Copyright © 2026, Ressio Software