Client portal
The client portal is a separate signed-in surface for contacts outside your agency. It gives each portal user a focused view of the client accounts they can access without opening the internal agency app.
Portal users and agency team members
Section titled “Portal users and agency team members”| User type | Where they work | What the access is for |
|---|---|---|
| Agency team member | Agency app | Manage clients, delivery work, tickets, team access, and agency settings according to their role. |
| Portal user | Client portal | Review shared client work, contact the agency through tickets, and use the portal account areas available to them. |
A portal user is not an internal team member. Inviting a contact to the portal does not add that person to your agency team or give them access to the agency app.
What portal users can access
Section titled “What portal users can access”The exact portal navigation can vary by agency. Available portal areas include:
- Dashboard for work the agency has shared for the selected client. Portal users can open shared stages to review progress or complete requested work.
- Shared Views that the agency adds to portal navigation.
- Tickets for opening a support request, following its status and conversation, and replying to the agency team.
- My Profile for contact details, login email, password, profile photo, and default account.
- Billing for the selected client’s account balance, invoices, and payment history.
- Users for viewing the selected client’s portal users and inviting another portal user.
A portal user linked to more than one client account can switch between those linked accounts. Each portal page stays within the selected client account.
What stays inside the agency app
Section titled “What stays inside the agency app”Portal access does not expose:
- Client records the portal user is not linked to.
- Internal ticket notes or agency-only ticket details.
- Agency settings, internal team tools, or other agency-only client work.
- Another agency’s portal or client data.
Access and portal URLs
Section titled “Access and portal URLs”An agency team member grants access from Users on a client record. Start in Clients ( /clients (opens in new tab) ), open the client, then follow Invite a client portal user for the invitation steps.
Portal URLs use the agency slug pattern https://app.agencytitan.com/:slug/portal, where :slug identifies the agency portal. Signed-in child pages add paths such as /profile, /billing, /users, or /tickets. The contact’s account must have access to that agency portal.
Portal tickets and the system inbox
Section titled “Portal tickets and the system inbox”Tickets created through the client portal enter the Client Portal system inbox. This built-in inbox receives portal conversations and cannot be recreated as a normal connected inbox.
Agency team members work with portal requests alongside other tickets in the agency app. Portal users see only the tickets available to their linked client accounts, without internal notes. See Tickets overview for the agency ticket model.
Related articles
Concept Clients overview Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets. 
How-to Invite a client portal user Invite a client contact to the client portal so they can sign in and access this client's workspace. Send a client portal invite from the Client Portal Users page. 
How-to Invite your team Invite agency teammates from Users so they can sign in to the agency app. This is not a client portal invite. 
Concept Tickets overview How the Tickets inbox, ticket conversations, assignment, statuses, inboxes, routing rules, and reply templates fit together. 
Concept Core Concepts Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.