Reviews and client portal

Invite stakeholders for review

Invite external reviewers without confusing them with workspace members.

Audience: all · Updated Jul 14, 2026

Invite carefully

Stakeholder review invitations are for external reviewers. Workspace invites are for internal collaborators.

Use the correct contact email and confirm whether the package is public-link or invitation-only.

Stakeholders should only see the review package content intended for review.

Internal tasks, private notes, budgets, risks, reports, and admin pages stay inside the workspace.

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Create a review package

Package selected work for stakeholder review.

How client portal links work

Understand what client portal and review links are designed to expose.

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