Your client portal
Your workspace lives at your own address, youragency.3loop.net, with your agency's name on it. Clients sign in there and see only their own projects, steps, chats and approvals, never another client's.
Invite a client
- Open Admin, then Team and clients, and add someone as a Client.
- Give them a name and a quick password: that is how they sign in at your address.
- Add them to the projects they work on with you.
To use the iPhone app, a client also needs an email address: edit them in Team and clients and add it. They then sign in to the app with that email and their quick password.
Intake forms
Turn on a project's intake form to get a link you can send to anyone. What they fill in arrives in the project.
