Client portal access
Client portal access in Beyond.
The portal gives a client access to a published timesheet only. Owners and Admins manage it on Pro and Business. Members and support sessions cannot publish or manage access.
Set the presentation
Open the portal from a client or Time. Prepare a publication, then choose time only, time and amounts, or time, rates and amounts. Performer names are optional. Visibility changes immediately affect every link for that client.
Fixed projects show hours without inventing hourly milestone revenue. Zero or missing hourly rates identify nonbillable entries. Currency totals remain separate.
Create a link
- Choose Create access link and enter a recognizable label.
- Enter a password of at least 12 characters or generate one.
- Choose fixed dates or let the client select dates within optional bounds.
- Optionally set an expiration date and time in your timezone.
- Save, copy the link and deliver its password using your chosen channel.
The form can show and copy the password. When editing, leaving the password empty keeps it unchanged; replacing it signs out current users of that link. The recipient sees published snapshots within the allowed scope, not your internal workspace.
Close or restrict access
Revoke ends one link. Close access for everyone disables the entire portal while retaining its publication; eligible plans can reopen it later. The link list can include revoked links.
After downgrade, snapshots and security settings remain, but public login and reads stop. Managers can still list links, revoke them and close globally, including during subscription read-only. Publishing, reopening and presentation changes require Pro or Business. Clients can inspect allowed project tabs, dates, charts and totals; approvals, invoices and exports are not provided by this portal.