Help centre / Deliver & get paid

The client portal

A branded space where clients see projects, invoices and files.

Available on Pro and Agency

What it is

A secure, branded portal your clients sign in to with their own password. They only see the projects you add them to — progress, approvals, updates, shared files — plus their own invoices and requests.

When to use it

  • You want fewer 'how's it going?' emails.
  • Sharing files, updates and invoices in one place once work is accepted.

How to do it

  1. Open Client portal → Invite a client and pick a contact with an email address. Clients who accept a proposal are invited automatically.
  2. The client gets an email with a single-use link (valid 7 days, only for their email) to create their login at happynoodle.work/client.
  3. Open the project → Updates tab → Client access, and click Add to project. The client now sees that project.
  4. Switch off a client's access, or remove them from a project, at any time. Every change is recorded in your audit log.

Good to know

  • Proposal links are separate: the client verifies with a code emailed to them, and the link closes after 14 days or once they accept or decline.
  • Someone on your team can't also be a client of your business.

Still stuck? Read troubleshooting, or sign in and open Help & support.