Client Portal & Files
What Clients Can/Can't See in the Portal
A definitive privacy guide explaining the exact data boundary between your internal workspace and what is exposed to clients in the public portal.
When sharing a client portal link, you need 100% confidence that internal studio notes, subcontractor hourly costs, and private drafts remain confidential. Flanceflow strictly enforces client visibility boundaries.
Auditing portal visibility
- Inside your project workspace, open the "Portal Settings" drawer.
- Review the toggle switches for each major section: Timeline, Milestones, Invoices, Files, and Notes.
- Toggle OFF any section you prefer to keep private (for example, turn off Invoices if your client’s procurement department handles billing separately).
- Click the "Preview as Client" button in the upper right.
- Flanceflow will open a preview window rendering the exact screen your client will see, allowing you to verify privacy before sending.
Client portal visibility boundary
| Information type | Visible to client in portal? | Internal studio view? | Privacy rule |
|---|---|---|---|
| Project Title & Deadline | Yes (Always visible) | Yes | Establishes project identity. |
| Internal Studio Notes | NO (Completely hidden) | Yes (Private drawer) | Internal notes are never exposed via API or DOM. |
| Subcontractor Hourly Pay | NO (Completely hidden) | Yes (Owner / Admin only) | All team costs and profit margins remain private. |
| Deliverable Files | Only if marked "Visible" | Yes (All files visible) | Files default to private until you explicitly share them. |
| Outstanding Invoices | Yes (If toggled on) | Yes | Includes direct payment links for easy checkout. |
| Other Clients & Projects | NO (Completely isolated) | Yes | Clients can only ever view their own linked project. |
Privacy management tips
- Preview before sharing: Always click "Preview as Client" before sending a portal link to verify that only final assets are highlighted.
- Custom welcome note: Use the Portal Settings to add guidance on how you want feedback formatted (e.g., "Please bundle all revision feedback into one submission").
- Link revocation: If a client engagement terminates, disable the portal toggle or regenerate the token to cut off access instantly.
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