> For the complete documentation index, see [llms.txt](https://www.wonderly.com/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.wonderly.com/help/work-hub/client-portal-overview/for-your-clients/using-the-client-portal-as-a-client.md).

# 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.
