Client Portal overview

The Client Portal is your private space with STYD. It is a simple project area where you can read the documents we prepare for you, approve or accept them when needed, and exchange messages with us.

The portal lives at /client-portal. It is separate from the main STYD product, so you do not need a database, a workspace, or any technical setup to use it.

What the Client Portal is

Think of the portal as a shared folder and message thread between your company and STYD. Everything we share with you in one place, organised by project, with a clear record of what was sent and what you have approved or accepted.

Documents
Proposals, scopes, quotes and reports we prepare for you.
Decisions
Approve a proposal or scope, or accept a quote, right in the portal.
Messages
Ask us a question and read our replies in a shared thread.
Notifications
Email alerts when a new document is published or a message arrives.

Who it is for

The portal is for the people at your company who work with STYD. A company account can have several members, and every active member sees the same projects, documents and messages. There is nothing to install and nothing to configure.

How it is organised

Your company account
Your access belongs to your company, not to a single person.
Members
STYD adds the people who should have access by their email address.
Projects
We group your documents under the project they belong to.
Documents and messages
Each project can have documents to review, and your company has one shared message thread with STYD.

What you do not need to do

The portal is intentionally simple. To use it, you do not need to:

  • create a workspace
  • connect a database
  • configure STYD or its AI settings
  • use the normal STYD chat product
Just sign in with the email address we invited, and your documents and messages are waiting for you.

Related pages

  • Portal access and company members
  • Documents, approval and acceptance
  • Messages and email notifications