Using the Client Portal as a Client
What to expect when you're invited to collaborate on a project through Wonderly's Client Portal.
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.
Open your email inbox and look for a message with the subject line You've been invited to collaborate.
Click Join.
You'll be redirected to the Client Portal at portal.wonderly.life.
Select your preferred login method: Log in with Google, Log in with Microsoft, Log in with Apple, or Log in with email.
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.
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.
Navigate your project
When to use: You're in the Client Portal and want to find your tasks, files, or project details.
Click your project name in the left sidebar of the Client Portal to expand it in the middle of the screen.
You'll land on the Tasks tab by default, where you can see all tasks assigned to you, their status, and deadlines.
Click any task to open its full details.
Use Filters to narrow down tasks by assignee, status, or other criteria.
Use the tabs at the top of the project to move between sections.
Tasks — Shows all tasks assigned to you, including status indicators and deadlines.
Activity — A log of project updates, comments, and changes made by you or the team.
Description — An overview of the project and any details the team has added.
Files — Shared Wonderly documents and any files uploaded to the project.
Add content to your project
When to use: You need to upload a file or create a document to share with the team.
Click the + Add button in the top-right corner of the project.
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
When to use: You have a question or update to send to the business managing your project.
Click the Contact My Team button in the top-right corner.
Enter a Subject and your Message.
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
When to use: You need to reach Wonderly support or sign out of the portal.
Click your name in the top-left corner to open the sub-menu.
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.
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