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The client portal is a dedicated interface for your clients — separate from your team’s dashboard. It lives at /portal on your Atrium URL and gives each client a focused view of their own work. Your branding (logo and colors) is applied automatically so the portal feels like a native part of your agency’s product.
Clients only see projects, files, and invoices that you have explicitly assigned to them. They have no visibility into other clients’ work or your internal dashboard.

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What clients see

When a client logs in to the portal they land on their Projects list. From there, every project detail page has four tabs: The project sidebar shows the project name, description, a read-only status progress bar, and the project timeline (start and end dates) when set.

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Client authentication

Clients can sign in using either method:
The client enters their email address on the login page. Atrium sends a one-time sign-in link to their inbox. Clicking the link logs them in immediately — no password required.
Clients accept their initial invitation via a unique link you generate from the People → Clients section of the dashboard. See Team Members for how to invite clients.

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Notifications

Atrium keeps clients informed of activity on their projects through two notification channels:
A notification indicator appears in the portal when there are new updates, file uploads, or invoices on the client’s projects. Notifications are fetched by real-time polling so the count updates without requiring a page refresh.
Clients can opt in to web push notifications (Web Push / VAPID). Once enabled, they receive browser notifications for new activity even when the portal tab is not open. Clients can manage this preference from their portal settings.

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Paying invoices

Clients can pay invoices directly from the portal without leaving your branded experience. On the Invoices tab of any project, an unpaid invoice shows a Pay button that opens a Stripe Checkout session. After a successful payment, the invoice status updates to Paid in both the portal and your dashboard.
Invoice payments require Stripe to be configured on your Atrium instance. See the Payments Overview for instructions.

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Portal branding

The portal inherits your organization’s branding settings automatically. You can customize:
  • Logo — Uploaded from Settings → Branding. The logo appears in the portal header and is also used as the browser favicon.
  • Primary color — Sets the accent color used for buttons, links, and the active status indicator in the project progress bar.
Changes take effect immediately for all clients.

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Client account settings

Clients can manage their own account from the Settings page in the portal (/portal/settings). They can:
  • Update their display name
  • Change their password
  • Update their profile (company, phone, address, website, description)
  • Delete their account
Profile data entered by clients is also visible to you in the People → Clients section of the dashboard.

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Portal navigation

The portal sidebar links to the following sections:
  • Projects — All projects assigned to the client
  • Settings — Account and profile settings
There is no separate files or invoices listing at the top level — clients access files and invoices through the project they belong to.