Knowledge Base
Client Management
Using the Customer Portal
How to set up and customize the customer-facing portal for order tracking, proof approval, and invoice management.
Give clients self-service access
The customer portal lets your clients check order status, approve proofs, view invoices, and track shipping — all without calling your office. Set up your portal in Settings → Customer Portal and customize the branding to match your company.
Each client gets a unique login. They can only see their own orders and communications.