What clients & vendors can see

Foreman's portal is built on a simple rule: clients and vendors see nothing by default. They only see what you've explicitly shared — and only on the projects where you've shared it. This article explains exactly where that line sits.

Add people before sharing

Before sending a project record or message, add its recipients from the dashboard's Project Access card. Members who can edit the project can select several clients or vendors, review their chips inside the search field, then use the orange + button at its right edge. Newly added or restored members receive a project invitation when they have an email address; selecting an already-added person does not send another invitation.

Sending a record or message does not add or restore project access. Project membership does not by itself grant access to every record or file.

Scoped to one project

Each project workspace is scoped to that project. A signed-in client or vendor may have access to more than one project, but only projects explicitly shared with them appear in their workspace.

Limited to what you've sent

Within a project, a client or vendor sees:

• Records you've sent them — only records where they're a named recipient. They never see records you sent to someone else.
• The schedule — only if you've turned on schedule sharing for that audience on that project.
• Selections require selection access. Released selections include their option photos and any files the author attached to the selection itself. Clients can open those files from the selection without access to the general Files area; drafts stay private.
• Files — only the ones you've shared with that audience (record attachments they received, plus any standalone files shared to their audience).
• Daily logs — hidden by default. They appear only if you've given that audience's role daily-log access — an all-or-nothing setting on the Client or Vendor role, not a per-log toggle.
• Budget — only if their role has budget access and a budget view has been shared with that role. The shared view limits which columns they can see; financial columns require the relevant financial permission as well.

Anything you haven't shared simply doesn't appear.

What they never see

The portal navigation is deliberately narrower than your team's. Clients and vendors never see:

• Home dashboards, Contacts, or your Cost Database.
• Time — labor hours and cost are internal-only and never shared.
• To-Dos — never shared with clients or vendors.
• Unshared budget columns and records addressed only to other recipients remain private. Sharing a budget view is separate from sending a record.

Portals are free

Clients and vendors never consume a seat. You can give as many clients and vendors portal access as you need, on as many projects as you want, at no extra cost. Seats only apply to your internal team members.