# Using the Client Portal as a Client

When a business invites you to collaborate on a project, you'll access everything through the Client Portal, a dedicated space where you can view tasks, files, and project updates, communicate with the team, and upload your own files. You do not need a Wonderly subscription to get started.

### Accept your invitation

**When to use:** You've just received an invitation email from a business using Wonderly.

1. Open your email inbox and look for a message with the subject line **You've been invited to collaborate**.
2. Click **Join**.
3. You'll be redirected to the Client Portal at [portal.wonderly.life](https://portal.wonderly.life).
4. Select your preferred login method: **Log in with Google**, **Log in with Microsoft**, **Log in with Apple**, or **Log in with email**.
5. Make sure to use the exact email address the invitation was sent to.

**Expected outcome:** You'll land on the Client Portal with your project listed in the left sidebar.

{% hint style="info" %}
The link in your invitation email expires 60 minutes after it is sent. If your link has expired, contact the business manager who invited you to request a new one.
{% endhint %}

### Navigate your project

{% hint style="info" %}
**When to use:** You're in the Client Portal and want to find your tasks, files, or project details.
{% endhint %}

1. Click your project name in the left sidebar of the Client Portal to expand it in the middle of the screen.
2. You'll land on the **Tasks** tab by default, where you can see all tasks assigned to you, their status, and deadlines.
3. Click any task to open its full details.
4. Use **Filters** to narrow down tasks by assignee, status, or other criteria.
5. Use the tabs at the top of the project to move between sections.
   1. **Tasks** — Shows all tasks assigned to you, including status indicators and deadlines.
   2. **Activity** — A log of project updates, comments, and changes made by you or the team.
   3. **Description** — An overview of the project and any details the team has added.
   4. **Files** — Shared Wonderly documents and any files uploaded to the project.

### Add content to your project

{% hint style="info" %}
**When to use:** You need to upload a file or create a document to share with the team.
{% endhint %}

1. Click the **+ Add** button in the top-right corner of the project.
2. Select **Docs** to create a new Wonderly document within the project, or select **Attachments** to upload a file from your device.

**Expected outcome:** Any content you add will be visible to the team in the project.

### Contact your team

{% hint style="info" %}
**When to use:** You have a question or update to send to the business managing your project.
{% endhint %}

1. Click the **Contact My Team** button in the top-right corner.
2. Enter a **Subject** and your **Message**.
3. Click **Send message**.

**Expected outcome:** Your message will appear in the project and will be visible to the entire team.

### Get help or log out

{% hint style="info" %}
**When to use:** You need to reach Wonderly support or sign out of the portal.
{% endhint %}

1. Click your name in the top-left corner to open the sub-menu.
2. Click **? Help** to contact Wonderly support, or click **Log out** to sign out.

**FAQ:**

**Can I see all the tasks in the project or only mine?** You can only see the tasks and content your team has chosen to share with you.

**Can I edit or delete tasks assigned to me?** No. You can update the status of your tasks and upload files, but you cannot edit or delete tasks.

**Can I message my team directly from the portal?** Yes. Use the **Contact My Team** button in the top-right corner. Your team will receive a notification as soon as you send your message.

**Can I access the portal from my phone?** The Client Portal is accessible from a mobile browser. There is currently no dedicated mobile app.

**Can I see the files my team uploads, or only my own?** You can only see the files and documents your team has chosen to share with you.

**Can I invite someone else to the portal?** No. Ask the manager who invited you to send an invitation to the additional person directly.

**Do I need a Wonderly account to access the client portal?** Yes you will need to register.

**Do I need to pay for the client portal as a client?** No, you don't. You only need to accept the invitation through the link.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://www.wonderly.com/help/work-hub/client-portal-overview/for-your-clients/using-the-client-portal-as-a-client.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.