Docs/Insight and Delivery

Client Portal

The client portal gives landlords and letting agents read-only access to their approved records and property information.

For: Client service teams and client users2 min read2 sections

Client visibility planner

Toggle portal visibility to see what a client user sees before you invite them.

A client user will see

Delivered gas safety records for their properties.
Property information such as address and appliance register.

Portal visibility never exposes draft or undelivered records. Only approved, delivered records appear.

Client Portal Functions

The client portal in Manifold is the read-only home landlords and letting agents get onto their own approved records and visible property information, without needing an office login, a phone call, or an emailed PDF every time they want to check status.

Client users get read-only access to their approved records and visible property data.
Portal visibility is controlled per client for records and property information.
Portal routes show client-safe views, not internal review or scheduling controls.
Clients can accept or decline quotes shared with them, and the decision is recorded for the office; see Quotes and Card Payments.
Access is scoped by the client relationship and the organisation, matching the client role described in Roles and Permissions.

Setting Up Client Portal Access

Portal access is meant to replace repeated one-off sharing, not sit alongside it: once a client user is invited and their visibility is set correctly, they can check their own status at any time instead of asking the office for an update.

Invite the client user, then confirm what visibility their client record grants.
Use portal access for ongoing visibility rather than sending individual links each time.
Review visibility before inviting, because the portal is client-facing by design.
Records reach the portal only once delivered; see Records Delivery for when that happens.

Troubleshooting

Client sees too little: check portal visibility toggles and whether records are delivered.
Client sees stale data: confirm the latest record generated and delivered after the change.
Client cannot sign in: confirm the invite and that the user belongs to the right client.

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