--- title: How to Give Client Access to the Portal description: In this article, we'll guide you through the simple steps of giving your clients access to the portal. --- [Skip to content](https://help.buildern.com/en/articles/13773939-how-to-give-client-access-to-the-portal#main-content) ![logo\_icon\_text](https://help.buildern.com/hubfs/Buildern%20logo.svg) - [My Account](https://app.buildern.com/signin) Open main navigation Close main navigation - [My Account](https://app.buildern.com/signin) - [Get Started Free](https://app.buildern.com/signup) [Get Started Free](https://app.buildern.com/signup) Welcome to Buildern Help Center! - There are no suggestions because the search field is empty. 1. [Buildern Help Center](https://help.buildern.com/en/articles?hsLang=en-gb) 2. [Clients](https://help.buildern.com/en/articles/clients?hsLang=en-gb) # How to Give Client Access to the Portal ### How to Give Client Access to the Portal In this article, we'll guide you through the simple steps of giving your clients access to the portal. June 3, 2026 **📋 Requirements** Before granting Client Portal access, make sure the client has already been added to your account. *👉 You can read more about [How to Create and Manage Client Records](https://help.buildern.com/en/articles/13774011-how-to-add-edit-roles-and-permissions?hsLang=en-gb)* Let’s keep it simple! Clients in Buildern are **free** to add. You can collaborate without interruptions using the simple and intuitive Client Portal, which gives clients access to all the essential tools they need. ### **Give Client Portal Access** To grant a client access to the Client Portal, open **Contacts → Clients** and locate the client you want to update. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/7622007b-b458-4e6e-99f2-4d5197f2f9cb.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472047/1168859ac8a73d537b866e2462d9/7622007b-b458-4e6e-99f2-4d5197f2f9cb?expires=1792671300&signature=49b87f198fe82a3e6f9746c593578f39c25d7a14d33f610db1512ad1b4a2a86b&req=diElFM15n4FbXvMW1HO4zWAcSMpKLl7FOXSoZ400B4uDKogq3lWk9Yb6xBqB%0ASDRlYt0KkasJBHShbeo%3D%0A) You will see all the essential data concerning your clients here, as well as those who have access to the client portal. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/26c2b4cf-3852-4d66-8ce7-43187b31bcdc.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472041/3ead816e4cadd9be279ca70eebf5/26c2b4cf-3852-4d66-8ce7-43187b31bcdc?expires=1792671300&signature=374d3b4937f96abf2bb6ea54e2eb9f2df4dd8eedba48ffd884365d5f75ccb079&req=diElFM15n4FbWPMW1HO4zZ0Eyy4FpYRDlD33AKIdeL926qR12X065i8w4UzZ%0Aw6fgGhm6S17N0altz5E%3D%0A) On the right side of each client row, there is a **three-dot (⋯) action menu**. When you click this menu, several options appear: 1\. **View** – to open the client’s profile 2\. **Edit** – to update the client’s details or manage Client Portal access 3\. **Remove** – to delete the client from the system To continue granting or updating Client Portal access click **Edit**. Enable Grant access to Client portal, choose the client’s role - typically Client [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/c872f346-1086-4f5d-b6f1-77e382404bff.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472039/9932831e19abc9072889d744e996/c872f346-1086-4f5d-b6f1-77e382404bff?expires=1792671300&signature=87d5e092ef0a0f21b1af0c1788a125f1b00d27fe40ebbf2e1042d074f49edae0&req=diElFM15n4FcUPMW1HO4zX3WbHPvXYoPgi4AfLyHpNBf4gxrzn8nvmHSZKPa%0AEk3ymCrnpdykuzH0QwU%3D%0A) You can then review your client’s permissions by clicking on **Show permissions.** *ℹ️ **Note**:If you edit the default permissions and grant access beyond the standard Client role, the user may be converted from a **free** user to a **paid** user.We recommend avoiding changes to the default Client permissions unless necessary. Modifying them may:* ​*1. Expose more information than intended* *2. Grant access to restricted modules* *3. Convert the user from free to paid, affecting your subscription* ​ *Always review permission changes carefully before saving.* [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/6a9d838f-3b32-4328-b2be-24730a2e0be9.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472042/4774326769e1da72048c003519a2/6a9d838f-3b32-4328-b2be-24730a2e0be9?expires=1792671300&signature=312d386335c31909444773e42bd695e924bc26ecb32c469a7abd7b7a4e2cfd39&req=diElFM15n4FbW%2FMW1HO4zWex5vqscvunjMO4djVoNsEZxP4zVCSiheOMG6lk%0ATGb2APtbO8LqOggpYnU%3D%0A) ​ Save the changes and see a checkmark icon appearing next to the client’s name. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/26f4b7a7-e7c3-48c3-ba46-cf029cf53e97.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472043/acfb9cc80a54aa364499d209a911/26f4b7a7-e7c3-48c3-ba46-cf029cf53e97?expires=1792671300&signature=e354054b1fef8c32067bcb21fdce11b4dc3f7178277795cde30d3d6c7ad67680&req=diElFM15n4FbWvMW1HO4zRy9DeS9Yziv3UlUFh4IGFFG43OWc8toddGqWDpa%0AkixsiVAqvT3q4mSVwH0%3D%0A) *ℹ️ **Note:** After portal access is enabled, the client is automatically added as a **free user**. If you later need to resend the invitation or change their role, this must be done from the Users page.* ### **Resend a Client Invitation** To resend an invitation, navigate to **Contacts → Users** and lo [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/b35e563f-0be4-4f75-ad20-1e1d7779bbe8.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472040/da4e56ba4274ddedb718257e2e52/b35e563f-0be4-4f75-ad20-1e1d7779bbe8?expires=1792671300&signature=11eaaddbc486f24262e17c0da0c82f2fc769cfc19616920df35bf1e473744d7d&req=diElFM15n4FbWfMW1HO4zS7NJFEtW2L%2F0LyyN2M7UX0xYZOjX6x%2FfRm4QV%2Bt%0AkZQF7ikQf2Lw9tq4PJk%3D%0A) Click the three-dot menu at the end of the row and select **Resend** to send the invitation again. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/bf6d254b-97b5-411b-85e3-d77aaf90ae60.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472046/423c537be58fbb09d8e5e1032756/bf6d254b-97b5-411b-85e3-d77aaf90ae60?expires=1792671300&signature=65c6b7c9b793490885532a31985046af3d6357acd338d52d6b774d6dd3729ee2&req=diElFM15n4FbX%2FMW1HO4zRmyriXQ%2FBraiMaXoa4HHUo0025KoRmGbUyPBiIO%0AQjhZhZNY5juNv8v94tI%3D%0A) After receiving the email, the client should respond to it through the link sent to them via email. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/088b6b71-fd69-4053-8bf1-901084de889b.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472053/6e45904f5e1b4f2ebfe83c82fc41/088b6b71-fd69-4053-8bf1-901084de889b?expires=1792671300&signature=fb193bf01c5e218faadedc3b84a073bd7b617c6bc68ab81b2a1344b84481034f&req=diElFM15n4FaWvMW1HO4zUXZezXl%2FdjSytWJtc7zsbJBujaf%2BprxVpOqPa0g%0APUoUb4GP8wT%2B41Cl6Fo%3D%0A) Your client should click the **“Join for free”** button received in the email and set a unique password to access the portal. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/199b36b4-bec6-481a-a9f6-a518d5b1dd9d.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472058/77a3767e4c8376223da2f74ff79c/199b36b4-bec6-481a-a9f6-a518d5b1dd9d?expires=1792671300&signature=86aa754417e2151e568d9f8ae3d94f2d907887d618116b07ab9d949edf5ff2cd&req=diElFM15n4FaUfMW1HO4zWisW5qL%2FZofI7AnEwZ4BG4GfxYSLJiAjD2RkxMs%0Alt3FoZ3SkXFWteNMZbE%3D%0A) Once in, your clients will get access to all projects they are involved in. ***💡 Tip:*** *To make it easier for your clients and team members to log in and access the system, you can add Buildern’s widget to your website. Find the widget code in your**[company settings](https://buildern.com/company-settings/client-portal-widget)*** ​ [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/7045dd3f-87b7-40cc-a3b6-de95522b6646.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2122472052/a60e125972588088d57da7256489/7045dd3f-87b7-40cc-a3b6-de95522b6646?expires=1792671300&signature=3c202944fab04bea3d2bf3ff43369ebb5f61614d08f3ea1c0875d9945f40fbf9&req=diElFM15n4FaW%2FMW1HO4zcN6sI0aufdua16vkRx0%2FfywDdJMh82iGF7KSAnD%0AqdZQ2Ta%2FccOdX1%2BrAoc%3D%0A) Clients can access only the modules and information you choose to share. All selected data - such as invoices, change orders, and other key project details - is securely stored in the Client Portal, providing transparency and streamlined access to project workflows. *👉* ​ *Learn more about [How to Add/Edit Roles and Permissions](https://landing.buildern.com/knowledge-base/how-to-add/edit-roles-and-permissions-buildern-help-center?hsLang=en-gb)* In the next articles, we’ll explore other Buildern features in more detail. Happy Building! - [Getting started](https://help.buildern.com/en/articles/getting-started?hsLang=en-gb) - [Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#main-content) - [Getting Started with Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#getting-started-with-projects) - [Projects Explained](https://help.buildern.com/en/articles/projects?hsLang=en-gb#projects-explained) - [Dashboards](https://help.buildern.com/en/articles/dashboards?hsLang=en-gb) - [Takeoff](https://help.buildern.com/en/articles/takeoff?hsLang=en-gb) - [Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#main-content) - [Creating and Editing an Estimate](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#creating-and-editing-an-estimate) - [Estimate Measurements](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#estimate-measurements) - [Getting Started with Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#getting-started-with-estimates) - [Importing Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#importing-estimates) - [Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#main-content) - [Getting Started with Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#getting-started-with-cost-codes) - [Importing Cost codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#importing-cost-codes) - [Proposals](https://help.buildern.com/en/articles/proposals?hsLang=en-gb) - [Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#main-content) - [Schedule Board Explained](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#schedule-board-explained) - [Importing Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#importing-schedule) - [Getting Started Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#getting-started-schedule) - [Bid Requests / Request for Quote](https://help.buildern.com/en/articles/bid-requests-request-for-quote?hsLang=en-gb) - [Selections and Allowances](https://help.buildern.com/en/articles/selections-and-allowances?hsLang=en-gb) - [Purchase Orders](https://help.buildern.com/en/articles/purchase-orders?hsLang=en-gb) - [Bills](https://help.buildern.com/en/articles/bills?hsLang=en-gb) - [Budget Tab](https://help.buildern.com/en/articles/budget-tab?hsLang=en-gb) - [Change Orders / Variations](https://help.buildern.com/en/articles/change-orders-variations?hsLang=en-gb) - [Quickbooks Online Integration](https://help.buildern.com/en/articles/quickbooks-online-integration?hsLang=en-gb) - [Xero Integration](https://help.buildern.com/en/articles/xero-integration?hsLang=en-gb) - [Client Invoices](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#main-content) - [Client Invoices Explained](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#client-invoices-explained) - [Getting Started with Invoices](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#getting-started-with-invoices) - [To-Dos](https://help.buildern.com/en/articles/to-dos?hsLang=en-gb) - [Daily Logs / Site diary](https://help.buildern.com/en/articles/daily-logs-site-diary?hsLang=en-gb) - [Timesheets](https://help.buildern.com/en/articles/timesheets?hsLang=en-gb) - [Files](https://help.buildern.com/en/articles/files?hsLang=en-gb) - [Users, Roles, Permissions](https://help.buildern.com/en/articles/users-roles-permissions?hsLang=en-gb) - [Clients](https://help.buildern.com/en/articles/clients?hsLang=en-gb) - [Subcontractors & Vendors](https://help.buildern.com/en/articles/subcontractors-vendors?hsLang=en-gb) - [Templates](https://help.buildern.com/en/articles/templates?hsLang=en-gb) - [Settings and Configurations](https://help.buildern.com/en/articles/settings-and-configurations?hsLang=en-gb) - [Buildern AI](https://help.buildern.com/en/articles/buildern-ai?hsLang=en-gb) - [My Account](https://app.buildern.com/signin) [![logo\_icon\_text](https://help.buildern.com/hubfs/Buildern%20logo.svg "logo_icon_text")](https://buildern.com/) Copyright © 2026, Buildern Inc.