Client Portal

Overview

Every SecPortal workspace comes with a client-facing portal. Instead of emailing PDF reports and chasing updates, your clients get a secure, self-service portal where they can:

• View all findings and their current status
• Update remediation status on individual findings
• Download reports and documents
• Send messages to your team
• View and pay invoices
• Track overall progress with visual dashboards

Custom Subdomain

Your portal runs on a custom subdomain:

The subdomain is set from your workspace slug, which is automatically generated from your company name at signup. You can customise it in Settings (Pro and Team plans). There is a 30-day cooldown between subdomain changes.

Inviting Clients

To give a client access to the portal:

1. Go to the client's detail page in your dashboard
2. Click "Invite to Portal"
3. The client receives an email with a setup link
4. They create a password and can then sign in at your portal URL

Each client can only see their own engagements, findings, documents, and invoices. They cannot see other clients' data.

What Clients See

The client portal shows:

• Dashboard:overview of all engagements with status filters, progress bars, and trend charts
• Engagement detail:list of findings with severity, status, and details
• Documents:all uploaded reports and deliverables
• Messages:engagement-specific communication thread
• Invoices:view and pay outstanding invoices (consulting mode only)

Remediation Tracking

Clients can update the remediation status of findings directly in the portal. The typical flow is:

1. You log a finding as "Open"
2. The client marks it as "Resolved" when they've applied the fix
3. Your team verifies the fix and closes the finding

Both sides see real-time progress with severity breakdowns and completion percentages.

Branding

On Starter plans, a "Powered by SecPortal" badge appears at the bottom of the portal. This badge is removed on Pro and Team plans. You can also upload a custom logo in Settings (Pro and Team) that replaces the default SecPortal logo on the portal.