Client portal access is invite-only — there's no public signup for client-side users. You (the contractor) decide which of your clients gets a login.
The invite flow
- Open Clients in your admin portal
- Click the client you want to invite
- Click Invite owner at the top of the client detail panel
- Enter the owner's name and email (the person on their side who'd run their account — usually the facility manager or property owner)
- Click Send
That person gets an email with a temp password and a link. On first login, they're prompted to set their own password. They land in their portal and immediately see their existing work orders.
What "owner" means on the client side
The first user you invite for a given client becomes the client-side owner. Owners have:
- Read access to all WOs for their company
- Submit-request flow (creates draft WOs in your queue)
- Locations management for their own sites
- Invoices tab (view + download PDFs)
- NTE Profiles tab (read-only — they see the caps you've set)
- Reports tab (spend by location, repeat issues, NTE compliance)
- Ability to invite their own teammates as
memberusers
What client-side members see
If the client-side owner invites their facility-manager dispatchers, those people land as member users:
- WO list (read)
- Submit-request flow
- NO access to invoices, NTE profiles, or reports
This intentional split keeps money-data scoped to the owner — dispatchers and operations staff can do their day-to-day without seeing financials.
Removing client access
Same panel, click the user, then Remove. Their auth.users row is deleted; the email becomes available for re-invite later. Their submitted requests stay in your queue — only their access goes away.
Can a client see costs / margins?
No. The client-portal Reports tab shows them what THEY paid (the invoiced amount). It doesn't show your tech-rate, parts cost, markup %, or anything internal. The admin and client portals are scoped views of the same database; the RLS policies do the gating.
Limit
Same 50-invites-per-tenant-per-rolling-24h limit applies to both tech and client invites combined. If you're onboarding multiple new clients at the same time, contact us — we'll lift the cap.