📋 Requirements
To preview a Client Portal, the client must already have portal access enabled.
👉 Learn more about How to Give Client Access to the Portal
Method 1: Preview from the Project Overview
This is the fastest way to preview a specific project’s Client Portal.
Open the Project
1. Log in to your Buildern account.
2. Navigate to the selected project.
3. Open the Project Overview tab.
4. Locate the Preview Client Portal button in the top-right corner.
5. Click the button.
A new browser tab will open showing the Client Portal preview.
What You’ll See
When previewing, you will see a highlighted banner at the top of the screen indicating that you are viewing the portal as the client.
Here you are viewing the project from the client’s perspective. Everything displayed reflects the access levels and content that have been assigned to that client.
Method 2: Preview from the Clients List
You can also preview the portal without entering a project.
Steps:
1. Go to Contacts → Clients
2. Search for the client
3. Click the three-dot menu
4. Select Preview Portal
A new tab will open displaying the Client Portal in preview mode.
You will again see the preview banner at the top confirming that you are viewing the portal as that client.
Exiting Preview Mode
To exit preview mode:
Click the X on the preview banner at the top-right corner, or
Close the preview tab
This will return you to your standard Buildern interface.
Why Preview the Client Portal?
Previewing the Client Portal gives you a quick way to double-check that everything looks right before your client logs in. You can make sure they’re seeing the correct modules, accurate financial details, and only the information they should have access to.
Taking a moment to review the portal helps you catch anything that might need adjustment and ensures your clients have a clear, seamless experience inside Buildern.
Now that you know how to preview the Client Portal, we’ll explore more Buildern features in the next articles.
Happy Building!