The client portal — sharing, price visibility & what clients can do
The client portal is a branded, no-login view of a project you share with your client. They get a link — never a Mortar account.
Creating a share link
From the project page, click Share with client:
- Enter the client's email (used to send the branded portal invite).
- Choose price visibility for this link (see below).
- Optionally set a password and/or an expiry date.
- Click Create Link. You'll get a copyable URL, and — if you left the invite email on — it's sent to the client automatically.
Price visibility is set per link, not per project. Each time you create a new share link you choose its visibility independently; changing it doesn't retroactively change any link you already sent out. The three modes:
| Mode | What the client sees |
|---|---|
| Full | Every item's price and room/project totals |
| Totals only | Room and project totals, but not individual item prices |
| Hidden | No pricing anywhere — selections and totals only |
Whatever the mode, the client always sees their selections (items, images, specs) — visibility only ever controls money.
Managing existing links
Every link for a project is listed with its status — active, expired (past its expiry date), or revoked. Click Copy link to grab the URL again, or Revoke to cut off access immediately — a revoked link stops working right away, even for a client with it already open.
What clients can do
Once in the portal, a client can:
- Browse the project overview, per-room budget visuals (respecting that link's price-visibility mode), and item galleries with images and specs.
- View alternatives (option groups) presented as a set of choices.
- React to any item — ❤️ love, 👍 like, 👎 dislike.
- Comment on any item, including on each option within an alternatives group.
- Approve or decline items directly — see Approvals for how this connects to your own approval workflow.
- View and pay invoices from the Invoices tab.
- Watch budget totals and item lists update live while they have the portal open — no refresh needed, powered by the same live channel that drives scrape progress in your own view.
Client feedback (reactions, comments, approvals) surfaces back to you as notifications, on your dashboard, and is summarisable by the AI assistant.
Branding
The portal is branded with your studio's logo, colours, and font (set in Settings → Branding). White-label (hiding "powered by Mortar") and a custom portal domain are available on the Studio plan.
FAQ
My client says they can't see the project. Check the link hasn't expired or been revoked, and that they're using the exact link you sent (each link has its own password/visibility settings if you set them).
Can I have different price visibility for two different people looking at the same project? Yes — create a separate share link for each, with whatever visibility mode makes sense for that recipient.
Does the client need a Mortar account? No. Portal access is entirely link-based, with an optional password — no signup, ever.