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.

Access starts when you send

Clients and vendors don't get a portal until you send them something. Sending a record — a proposal, invoice, vendor order, or bill — to their email grants them access to that one project. There's no separate "invite" step, and no pending state. Send a record and the portal opens; that's the whole handshake.

Scoped to one project

A portal is always scoped to a single project. A client who works on two of your projects gets two separate portals, each reached from the records you sent on that project. Opening one portal never exposes the other.

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.
• Daily logs and files — only the ones you've shared with that audience.

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 Catalog.
• Time — labor hours and cost are internal-only and never shared.
• Tasks — never shared with clients or vendors.
• The internal side of any record — your budget, margins, cost codes, and other vendors stay private.

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.