ClickUp client portal
Branded, password-protected dashboards your clients actually understand.
Client Glance turns your ClickUp workspace into a polished client portal. Connect ClickUp, pick what each client sees, and share one password-protected link. Your clients get a live view of their project progress without a ClickUp seat, guest access, or any training.
Built for agencies on ClickUp
No ClickUp seat for clients
Clients open a simple link with a password. They never touch ClickUp, so you avoid guest seats and the learning curve that comes with them.
Show progress, hide the mess
Pick exactly which lists, statuses, and fields each client sees. Internal notes, estimates, and half-finished tasks stay private to your team.
Live sync from ClickUp
Portals read straight from your ClickUp workspace, so the dashboard a client sees is always current. Update a task in ClickUp and the portal reflects it.
Your brand on every portal
Add your logo, colors, and a custom domain. The portal looks like your agency built it.
Requests and feedback in one place
Clients leave feedback and requests inside the portal instead of your inbox, and it flows back to your ClickUp workflow.
Set up in 60 seconds
Authorize ClickUp, choose a list, share the link. The first 14 days run on Pro, with no credit card to start.
From ClickUp to client portal in three steps
- 1
Connect ClickUp
Authorize Client Glance with one click. We use ClickUp OAuth and encrypt your tokens per workspace.
- 2
Choose what clients see
Select the lists and statuses that belong to the client, and hide everything internal.
- 3
Share the portal link
Send one password-protected link. Your client sees their project progress instantly, on any device.
ClickUp guest access vs a Client Glance portal
| ClickUp guests | Client Glance | |
|---|---|---|
| What the client sees | The full ClickUp interface, lists, and tasks | A branded dashboard with only their progress |
| Seats and cost | A paid guest seat per client on most plans | No seats. Clients open a password-protected link |
| Learning curve | Clients have to learn ClickUp | Nothing to learn. It looks like a status page |
| What stays private | Hard to hide internal tasks, notes, and estimates | You pick exactly which lists and fields show |
| Branding | ClickUp branding | Your logo, colors, and custom domain |
Frequently asked questions
Does ClickUp have a client portal?
ClickUp does not include a true client-facing portal. You can share a view or add clients as guests, but they still land in the ClickUp interface. Client Glance adds the missing layer: a branded, password-protected dashboard that shows each client only their own progress.
Do my clients need a ClickUp account?
No. Clients access their portal through a password-protected link and never interact with ClickUp directly. There are no guest seats to manage or pay for.
How is this different from ClickUp guest access?
ClickUp guests still log into ClickUp and see its interface. Client Glance gives clients a branded dashboard that shows only what you choose (progress, deliverables, and requests) with none of the project-management complexity.
Can I control exactly what each client sees?
Yes. You pick the lists, statuses, and fields per portal. Internal tasks, time estimates, and private notes stay hidden from the client view.
Does the portal stay in sync with ClickUp?
Yes. Portals read live from your ClickUp workspace, so when you update a task the client's dashboard reflects it without any extra work.
How much does a ClickUp client portal cost?
The first 14 days are a full Pro trial, with no credit card to start. After that, a plan keeps the portals live and adds branding options as your client roster grows.
Is a client portal better than emailing clients updates?
Yes. A portal gives clients a single, always-current place to check progress instead of waiting on status emails. That means fewer back-and-forth threads, fewer check-in calls, and a clearer record of what was delivered.
Is my ClickUp data safe?
Client Glance connects through official ClickUp OAuth, encrypts access tokens per organization, and only reads the data needed to render the portals you configure.
How long does setup take?
About 60 seconds. Authorize ClickUp, choose a list, and share the link. The first 14 days run on Pro, free.
Give your ClickUp clients a portal they'll actually open.
Connect ClickUp, choose what clients see, and share one link. The first 14 days run on Pro, free.