Guide
Choose what your client sees in their portal
Turn the delivery's sections, tools, and each screen on or off, see who has signed in, and open it exactly as your client will see it.
Who can do this
- For
- Designers, Your team
- Role
- “Can run with AI” and up
- Plan
- All plans, including Free
- Where
- On a computer
After you publish, What the client sees gathers everything your client finds in their portal. Changes save on their own and apply without publishing again.
Open it
Click Delivery on the canvas and, in the summary or when you finish publishing, What the client sees.
What you can adjust
| Part | What you decide |
|---|---|
| Delivery address | The delivery link, to copy it. With the Public link, Change the link makes a new one and the old one stops working |
| What their portal has | The sections they see (Canvas, Flow, Documentation, Design System, Updates) and the tools: Comments, Developer mode, and Downloads |
| Other ways to see it | On the phone, to install it as an app, and Immersive view, the screen alone with a link that does not ask for a password |
| Screens | Each screen has its own switch. A hidden screen does not show in the portal, but it stays published |
| The email | The notification's greeting and whether it lists the screens. See the email shows you how it reaches them |
| Who has signed in | How many screens each person saw and whether they saw the latest update. Remind them sends them a notification (once a day) and Give access sends them the link and their password |
What depends on your plan
| Tool | From |
|---|---|
| Developer mode | Professional, or Essential with the Developer mode add-on from the project's collaboration pass |
| Downloads | Essential, as a PNG image; in HTML, from Professional. They need Developer mode turned on |
| Who opened each screen, in Who has signed in | Professional |
If your plan does not include it, the switch shows as off and says which plan it starts at. What gets downloaded is explained in Download the delivery files.
See it as your client
Click View as the client. The portal opens exactly as they see it, with a strip that reminds you it is a preview and with comments turned off, so you do not leave one by mistake.
What your client finds
Their portal has, depending on what you turn on, the Screens, Canvas, Flow, Documentation, Design System, and Updates tabs. On each screen they can click through the prototype, Compare with earlier versions, Highlight what can be clicked, and Comment. If they need it, Need help? takes them to your support email or WhatsApp, the ones you set in Settings › Client portal.
How your client comments is in Comment on a delivery.
