For your team

The Client Portal lets you invite clients directly into a Wonderly project so they can view tasks, files, and updates without needing a Wonderly account. You can control exactly what they see, adjust their access at any time, and monitor their activity from the project record.

FAQ:

Will my client get notified when I assign them a task? Yes, they'll receive an email notification at the address you used to share the project.

Can I assign tasks to a client who hasn't accepted their invite yet? Yes, you can start assigning tasks as soon as you add their email to the project.

What happens to assigned tasks if I remove a client? The tasks remain in the project, but the assignee will appear as Unknown until you set a new assignee.

Can I see if my client has viewed a task or file? Not directly. The Activity tab only logs changes your client makes to assigned tasks or files, not views.

Can a client assign tasks back to my team or me? No. Clients can only act on tasks assigned to them and upload files to the project.