Client Portal
The Client Portal is a simple, private space where STYD shares documents, decisions, and messages with a client company.
Clients do not need to create a workspace, connect a database, or configure STYD, the portal is just documents, decisions, and messages.
Who this section is for
Clients STYD works with, and the operators who manage their portal.
In this section
- Client Portal overview: what the portal is and how it fits together
- Portal access & company members: how a client signs in and how company members share one portal
- Documents, approval & acceptance: reading documents and approving proposals or scopes, or accepting quotes
- Messages & email notifications: the shared message thread and its email alerts