> ## Documentation Index
> Fetch the complete documentation index at: https://help.gorelo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Portal

> An interface to communicate with your clients and allow them to track projects.

The **Client Portal** in Gorelo is a self-service interface designed to give your clients transparency and direct engagement with your services. It allows clients to manage their support needs independently, reducing manual communication for the MSP.

### **Core Capabilities**

* **Ticket management:** Clients can view their existing tickets or submit new ones directly through the Client Portal. Gorelo enhances real-time engagement with features like the "{{user}} is typing" indicator.
* **Project visibility:** You can share project progress and basic information with clients by using the **Share with field** on the Project detail page.
* **Resource Access:** If you share a [document](/documents-overview) in the Client Portal, clients can access it there.
* **Financial and usage tracking:** Clients can see their [invoice](/invoices-overview) list, check for "Awaiting payment" statuses, and view remaining [block or limited hours](/set-a-labor-rate).
* **Quick Connect downloads:** Clients can download your remote management tools directly on their machines.

### **Authentication and security**

* **Access methods:** End users can authenticate via Microsoft 365 SSO or by receiving a magic link via email.
* **Registration:** To log in, the user's email address must already be registered as a **contact** in your Gorelo tenant.
* **Secure Links:** For quick access to specific items, you can generate public doc links that allow anyone with the URL to view a document without needing to authenticate.

### **Extended Visibility via Contact Tags**

You can grant clients access to specific reports and data sets by applying predefined contact tags to their records:

* `Portal - All Assets`: Allows the contact to view the asset summary report, including device health and warranty stats.
* `Portal - All Tickets`: Grants access to the [ticket summary report](/summarize-ticket).
* `Portal - All Invoices`: Allows the contact to see all organization invoices rather than just those sent to them individually.

### **Customization and UI**

You can customize the Client Portal from **Settings** > **Portal** with the following options:

* A custom URL (contact Gorelo support to activate this option)
* Custom branding colors and favicons.
* Default light or dark mode

## FAQ

<AccordionGroup>
  <Accordion title="Why is the magic link option failing?">
    You can't use the magic link option if your client's email address isn't yet registered as a contact in Gorelo. Add the contact connected to the client, then try again.
  </Accordion>

  <Accordion title="What languages are available on the Client Portal?">
    The portal only supports English.
  </Accordion>
</AccordionGroup>