PSA/docs/features/client-portal/client_portal_projects.md

Client Portal Projects

Overview

The client portal provides clients with visibility into their projects, phases, and tasks. MSPs have granular control over what information is visible to clients through the Client Portal Visibility configuration.

Client Portal Views

Project List (/client-portal/projects)

• Shows all projects associated with the client's company
• Filter by status: Active, Completed, On Hold
• Displays project name, status, dates, and progress
• Click to access project details

Project Detail View

The project detail page shows:

• Project overview (name, dates, description)
• Progress metrics
• Phases section (if enabled)
• Tasks section with kanban or list view toggle (if enabled)

Task Views

When tasks are visible, clients can switch between two views:

• Kanban View: Tasks organized by status columns within phases
• List View: Hierarchical table showing phases → statuses → tasks

Visibility Configuration

Configuration Locations

Location	Description
Project Details → Client Portal Visibility	Per-project settings
Project Templates → Basics step	Template-level defaults

When a project is created from a template, it inherits the template's visibility configuration.

Phase Settings

Setting	Description	Default
Show Phases	Display project phases to clients	Off
Show Phase Completion	Show completion percentage per phase	Off

Task Settings

Setting	Description	Default
Show Tasks	Display tasks within phases	Off
Visible Task Fields	Select which task fields clients can see	Name, Due Date, Status

Available Task Fields

Field	Key	Description
Task Name	task_name	Name of the task
Due Date	due_date	Task due date
Status	status	Current task status
Assignee	assigned_to	Who the task is assigned to
Estimated Hours	estimated_hours	Estimated hours for the task
Hours Logged	actual_hours	Actual hours logged
Checklist	checklist_progress	Checklist completion progress
Dependencies	dependencies	Task dependency indicators
Document Uploads	document_uploads	Allow clients to upload documents

Document Uploads

When document_uploads is enabled in visible task fields:

• Clients can upload files to individual tasks
• Files are associated with the task and stored securely
• MSP users can view uploaded documents in the task details
• Drag-and-drop or click-to-upload interface

Data Model

Configuration is stored in client_portal_config JSONB column:

interface IClientPortalConfig {
  show_phases?: boolean;           // Default: false
  show_phase_completion?: boolean; // Default: false
  show_tasks?: boolean;            // Default: false
  visible_task_fields?: string[];  // Default: ['task_name', 'due_date', 'status']
}

Tables with this column:

• projects - Per-project configuration
• project_templates - Template defaults

Components

MSP-Side

Component	Description
ClientPortalConfigEditor	Visibility settings UI with summary preview

Client Portal

Component	Description
ProjectDetailView	Main project detail page
ClientKanbanBoard	Kanban-style task view
ClientTaskListView	Hierarchical list view
TaskDocumentUpload	Document upload widget

Server Actions

Action	Description
getClientProjectPhases()	Fetch phases with completion stats
getClientProjectTasks()	Fetch filtered task data
uploadClientTaskDocument()	Handle document uploads

All actions are in server/src/lib/actions/client-portal-actions/client-project-details.ts.

Security

• Ownership Verification: All actions verify client ownership through contact_id → client_id relationship
• Server-Side Filtering: Task fields are filtered based on visible_task_fields configuration
• Upload Authorization: Document uploads only allowed when explicitly enabled
• Multi-Tenant Isolation: All queries include tenant filtering