Secure Client Access Portal
Set up access that matches each client’s work
A client access portal can bring the information you choose to share into one place. Define the client role, assigned pages and files, then check what that person can see before sending an invitation.
SuiteDash lets you configure your portal branding and a custom URL and login page. Connecting the domain is a setup step. The branded entry point does not replace user-specific permissions.
You decide when to send a Portal Access Invitation to an eligible Prospect or Client. Its unique link lets the recipient register and set a password. After registration, the start page and assigned content depend on your settings. Send a test invitation before inviting all clients.
If a client prefers a passwordless option, SuiteDash offers optional Magic Link login through the custom login page. You set its click and time limits. The Help article warns that HIPAA compliance cannot be guaranteed when Magic Link is enabled, so assess your data and compliance requirements before turning it on.
For a practical access check, invite one test Client, confirm their assigned page and file permissions, and review the result on desktop and phone. For the broader portal decision, see secure client portal software.
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