Introduction
In this article, you’ll learn how to invite internal members and external client users to a Portal, then share the specific resources they should be able to access.
Prerequisites
Before you begin:
You must have access to manage the Portal (typically Admin or Portal manager).
The Portal must already be created.
Identify which resources you want to share. Sharing is per item (not inherited), and for each item you must choose exactly which external users can access it.
Client access is by invite. External users are invited by email.
Multi-factor authentication (MFA) is available for portal guest users.
Steps
Open the Portal you want to manage.
Invite your internal team.
Add internal firm members who will help manage sharing and collaboration.
Invite external client users.
Invite external users by email.
If your organization requires it, external users may be prompted to set up MFA before they can access the Portal.
Share resources with the client.
Share exactly the items you want clients to access, such as:
Project files
Tabular reviews
Organization databases (Org DBs)
Workflows
For each shared resource, select the external users who should have access.
Assistant in Portal: External users have a scoped-down Assistant experience. It is primarily for searching and asking questions over content that has been explicitly shared (such as shared org databases), and does not provide full Assistant feature parity.
Confirm the client experience.
Use View as Client to preview what guests will see.
Note: View as Client reflects what you can see based on your permissions, not a specific client user’s permissions.
Expected result
You’ll know this worked when the invited external users can access the Portal and see only the resources explicitly shared with them.