DeedSpring

Previewing & inviting clients

Before a single client signs in, you can browse the portal exactly as they would — as a buyer or as a seller — and when you're ready, inviting a client is a matter of getting their contact record right and sending them their login link.

Previewing as a client

1

Open the portal from the sidebar

Click Client portal. The portal loads in a live preview inside your workspace — this is the real portal, not a mock.
2

Pick who to view as

Use the viewer selector in the toolbar above the preview to choose any eligible client. The preview re-renders as that person — their deals, their documents, their timeline.
3

Check what matters

Switch between a few clients and confirm each sees only their own world. This is also the fastest way to sanity-check audience settings on closing milestones.
The portal preview with the viewer selector open, choosing which client to preview as
The viewer selector — preview the portal as any eligible client.

What gives a client access

There's no separate user-management screen to maintain — access follows the data:

  • The contact has an Email — that's what they sign in with.
  • The contact's Roles include Buyer and/or Seller — that decides which side of the portal they see.
  • The contact is in the Members field of at least one deal on that side — membership is what puts content in their portal.

Each contact's Client portal field tracks where they stand: Not invited, Invited, or Active.

Inviting a client

1

Verify the contact record

Right email, right role, attached to their deal(s) as a member. Thirty seconds of checking here prevents every support question later.
2

Send their login link

Open Portal Settings from the preview toolbar and grab the portal's login link from the users section, or send the invite from there. Every client uses the same link — their contact roles decide what they see once they are in.
3

They sign in — no password

The client enters their email and receives a magic link (or one-time code). No passwords to create, forget, or reset — access is tied to the email on their contact record.

Start with one or two clients

The Invite your first clients setup task walks this exact path with the AI assistant: pick a client or two, verify their records, preview as them, then send the invites. It's the gentlest way to go live.

Troubleshooting

Why is the client's portal empty?

The client is not linked to the records that populate it. Add them to the relevant closing, property, or the deal's Members field. You can also open a thread and ask the assistant to add the client and verify their permissions.

Why did the login email not arrive?

Confirm the address on the contact record and ask the client to check spam. The magic link is sent only to that address.

Why can the client not see their closing?

Confirm they are added to that closing and its property, that the closing is linked to their deal, and that the missing milestones are not marked Internal only or scoped to the other side. You can also ask the assistant to verify the client's permissions.

The client portalSetup tasks