A secure client portal, with no accounts to manage
Clients get in with a link and a password. You pay no ClickUp guest seats and no per-user fees.
A secure client portal gives each client a private, password-protected view of their project, with no shared logins and no access to your internal tools. Client Glance creates one for every client: you send a link and a password, and that is all the client needs to get in. There are no accounts to create, no ClickUp guest seats to buy, and no per-user fees. Passwords are never stored as plain text, each portal is walled off from every other, and clients only ever see the cards you chose to show, never your full workspace.
Enter the password to access this portal
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Why agencies turn it on
A link and a password get them in
Access is a link and a password, nothing more. There is no account to create, no email verification, and no app for the client to install.
No ClickUp guest seats or per-user fees
Clients view their portal outside ClickUp, so you never buy a guest seat or pay per client to give someone access.
Each portal is walled off
Portals are isolated from one another, so one client's password and link only ever open their own portal, never anyone else's.
Only the data you expose
Clients see the cards you turn on. Internal tasks, assignees, staff comments, and lists you leave out stay private to your team.
Your brand, optionally your domain
Set your logo, color, and font on the login and dashboard. On higher plans you can serve the portal from your own domain and hide Client Glance branding.
Passwords you control
Passwords are hashed, and you can reset or copy a portal's password from its settings when you need to re-share access.
How the Secure Access works
- 1
Create the portal
Build the portal for one client from your ClickUp lists and pick the cards they should see.
- 2
Set a password
Choose a password for the portal. It is hashed on save, and you can copy or reset it later from settings.
- 3
Share the link
Send the client the link and password. They open the portal and see only their project, behind the password.
Frequently asked questions
Is a client portal secure?
A Client Glance portal is private and password-protected, the password is hashed rather than stored as readable text, and each portal is isolated so it cannot expose another client's data. Clients also only see the cards you chose to show, so internal tasks and comments stay on your side.
What is a secure client portal?
A secure client portal is a private page where one client signs in with a password to see their project, without access to your internal tools or other clients' work. Client Glance builds one per client from your ClickUp lists and protects it behind a password.
How does password access work?
You set a password on the portal and share it with the client alongside the link. The client enters the password to open the portal, and no account or signup is involved. The password is hashed when you save it.
Do clients need to create an account?
No. Access is a link and a password only, so there is no signup, no email verification, and no ClickUp guest seat. That keeps things simple for the client and keeps your seat count and cost flat.
Can I use my own domain and hide Client Glance branding?
On higher plans, yes. You can serve the portal from your own custom domain and turn off the Client Glance branding, so the portal reads entirely as your agency's.
Can one client see another client's portal?
No. Each portal has its own link and password and is isolated from the others, so a client's credentials only open their own portal and never reveal another client's data.
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