> ## Documentation Index
> Fetch the complete documentation index at: https://docs.every.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Portal

> Give your network a branded portal for invoices and proposals, with one access control per person or company

## 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](/network/companies) or directly as a [Person](/network/people).

For a public overview of the buyer and client experience, see [Every's client portal guide](https://every.ai/client-portal/). 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

<Card title="Open Organization Settings" icon="settings" href="https://app.every.ai/settings" horizontal>
  Set your branding and subdomain in Every
</Card>

## Document Access

Delivery and portal sign-in are governed by one access level per email address, set on the person or company's record:

| Level       | Emailed the document        | Can sign in to the portal                              |
| ----------- | --------------------------- | ------------------------------------------------------ |
| **Primary** | Yes - the main To recipient | Yes                                                    |
| **Copied**  | Yes - Cc'd                  | Yes                                                    |
| **Portal**  | No                          | Yes                                                    |
| **None**    | No                          | No - document links still open for anyone who has them |

A Company and every [Person](/network/people) 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.

<Note>
  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.
</Note>

## Setting Up Your Branded Subdomain

Go to [**Settings**](https://app.every.ai/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

<Note>
  Existing root-domain public links still keep working, so older shared links do not immediately break when you add a branded subdomain.
</Note>

## 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.

## 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.

## Best Practices

<Tip>
  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.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Invoices" icon="file-text" href="/billing/invoices-and-proposals">
    Send branded public invoices through the same client-facing surface
  </Card>

  <Card title="Proposals" icon="file-check" href="/billing/invoices-and-proposals">
    Share proposals on your branded subdomain
  </Card>

  <Card title="Organization Setup" icon="building-2" href="/quickstart">
    Finish branding, defaults, and public-facing setup
  </Card>

  <Card title="Client Portal Guide" icon="book-open" href="https://every.ai/client-portal/">
    See the public overview of branded invoice and proposal access
  </Card>
</CardGroup>