The Client Portal in Zoho Projects provides a controlled view of the project for external stakeholders such as clients or vendors. Clients can log in to see project milestones, task status, shared documents, and reported issues without being added as full internal team members with access to sensitive project settings.
Project administrators control exactly what is visible in the portal: task lists, specific tasks, milestones, files, forums, or bugs. Sensitive internal tasks, financial data, and team communication can be hidden from the client view.
The client portal replaces ad-hoc status email updates with a self-service view that is always current. Clients can raise issues or add comments directly through the portal, creating a documented communication trail. This reduces miscommunication and the number of status calls required.
Aaxonix is a certified Zoho implementation partner based in Pune. Architecture-first, no surprises.