Operations & Finance
Professional+

Client Guest Access —
Transparent client portals

Give clients read-only access to the reports and timesheets that matter. No more weekly email exports — just a clean portal that shows exactly where every billable hour went.

Start Free Trial
Key Capabilities

Client visibility without compromising control

Read-only client portal with project and timesheet views
Read-Only Portal

Clients see only what you share — timesheets, project progress, and activity summaries. They cannot edit data, invite users, or access settings.

Project-level scoping with per-client access control
Project-Level Scoping

Grant access per project. A client managing Project A sees only Project A data — not your other clients' information or internal team metrics.

Shared timesheet views with project-filtered hours
Shared Timesheet Views

Share real-time timesheet data filtered by project and date range. Clients can verify hours before invoice day — eliminating disputes at billing time.

Progress dashboards showing task completion and budget burn
Progress Dashboards

Clients see task completion rates, time vs. estimate variance, and budget burn — giving them confidence in your delivery without daily status calls.

Secure invite link with guest account management
Secure Invite Link

Send a secure invite link directly to your client's email. They register with a guest account tied only to your tenant — no TheDeskMonitor subscription required on their end.

White-label branding options for enterprise clients
White-Label Option

Enterprise customers can brand the portal with their own logo and domain. Clients see your brand, not TheDeskMonitor's — perfect for agencies presenting to end clients.

Visual Overview

Client portals with granular access control

  • Read-only portal scoped per project
  • Shared timesheet and progress views
  • Secure invite link with guest account creation
  • Budget and task completion dashboards for clients
  • White-label option for enterprise customers
How It Works

Share in three steps

1
Set Permission Scope

Choose which projects, date ranges, and data types the client can view. Timesheets, tasks, budgets — each is toggled separately.

2
Send Guest Invite

Enter the client's email and send the invite. They receive a secure link and create a read-only guest account in under 60 seconds.

3
Client Reviews Live Data

The client logs into their portal and sees real-time project data. No more manual exports or delayed reports — data is always current.

Start your 14-day free trial

No credit card required. Client Guest Access available on Professional plan and above.

Start Free Trial