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Overview

The client portal gives each organization a branded public home on its subdomain, such as your-company.every.ai. The people and companies you work with can use it to sign in by email, review documents, and move between your public invoice and proposal pages without juggling separate links - whether they’re billed as a Company or directly as a Person. For a public overview of the buyer and client experience, see Every’s client portal guide. This page covers setup and access behavior inside the product. What they can do:
  • Sign in with a magic link sent to their email
  • View invoices they are allowed to access
  • View proposals they are allowed to access
What you get:
  • A branded client-facing URL
  • One place for invoices and proposals
  • Public links that use your branded subdomain automatically

Open Organization Settings

Set your branding and subdomain in Every

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Document Access

Delivery and portal sign-in are governed by one access level per email address, set on the person or company’s record: A Company and every Person affiliated with it can each carry their own access level, and a Person billed directly sets access on their own addresses the same way. A company or person needs exactly one Primary recipient per document type; you can’t have Copied people without a Primary.
Affiliation with a company (“Works At”) is relationship context, not access - being affiliated never grants portal sign-in by itself. Access is set explicitly, per address.

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Setting Up Your Branded Subdomain

Go to Settings and choose your subdomain in the organization area, or use the globe shortcut in the app navigation when available. Once set, Every uses that subdomain across your public client-facing pages:
  • https://your-company.every.ai/ for the client portal
  • https://your-company.every.ai/invoice/... for public invoices
  • https://your-company.every.ai/proposal/... for public proposals
Existing root-domain public links still keep working, so older shared links do not immediately break when you add a branded subdomain.

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How People Sign In

Nobody needs a password. They enter their email address and Every sends a secure magic link to that inbox. After signing in, they can see the invoices and proposals they are allowed to access based on their document access level - whether they’re an affiliated person, an individual billed directly, or someone at a company set to Portal or higher.

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How It Works with Invoices and Proposals

The client portal is part of the same branded public surface as your other client-facing pages.
  • Invoices open on the same branded subdomain
  • Proposals open on the same branded subdomain
This means the experience feels consistent across payment and approval flows, regardless of whether the document was addressed to a Company or a Person.

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Best Practices

Use your branded subdomain early, keep your logo and brand color current, and set document access correctly on every person or company so portal access is predictable.

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Next Steps

Invoices

Send branded public invoices through the same client-facing surface

Proposals

Share proposals on your branded subdomain

Organization Setup

Finish branding, defaults, and public-facing setup

Client Portal Guide

See the public overview of branded invoice and proposal access