# A client portal your clients never log in to

> A client portal with no login: one private link where each client sends you requests with files, delivers what you asked them for and reads their monthly report, beside a ticket inbox for clients who email.

- Canonical page: https://navbatly.com/features/client-portal
- Language: en-GB
- Also in: [Русский](https://navbatly.com/ru/features/client-portal.md), [Oʻzbekcha](https://navbatly.com/uz/features/client-portal.md)
- Last reviewed: 29 October 2026
- Maintained by: Karve Digital (hello@karvedigital.com)

Each client gets one private link, the request link. From it they send you requests, deliver what you've asked them for and read their monthly report, without an account or a password.

## How it works

1. **Share the link.** Turn on the client's link and send it to them, or let the first email that asks them for something carry it.
2. **They open it.** No account to create, no password to forget. It works on any device, so it gets used.
3. **They ask, send and read.** A new request, what you asked them for, or their report for any month, all from one page.
4. **It lands in Navbatly.** Requests arrive as new tickets on your New requests list, and deliveries land on the right ticket as the client's reply.

## What clients can do from it

- **Send a request:** A short form for what they need, with basic formatting and up to 10 files dropped in. Your owners and admins hear about it straight away, and a client writing from an address you have on file gets an email to confirm it.
- **Deliver what they owe:** Everything you asked them for, grouped by project: write a message and drop in files, or approve or ask for changes.
- **See their projects' dates:** Each project's target date, the agreed date behind it, and every change to it.
- **Read their monthly report:** Hours used and left, work completed and in progress, for this month or an earlier one. Print or save it as a PDF.

## Requests, files and email

### A request with everything attached

The Request support form takes a subject, the details with basic formatting, files and who to reply to. Files can be dragged in or picked from the device.

- Up to 10 files, each up to 10 MB: images, PDFs, Office documents, CSV, text or zip files
- Each file is checked as it's added, with the reason when one can't be sent
- Images show in the ticket's description; other files are linked from it

### When a client would rather email

Give clients your team's ticket inbox. An email from one of their own addresses opens a ticket under their contract, files included, just as a request from the link does.

- Shown on your team's settings, with a button to copy it
- Only a client's own addresses can open a ticket there
- The new ticket waits on your New requests list, like a request from the link

### Answers land on the ticket

Every email you send a client about one ticket goes out with that ticket's own reply address, so their answer lands on the ticket as their reply, marked By email.

- Files attached to the answer come in with it
- The person who opened the ticket and its assignee are told
- An answer to a done ticket is still kept, and the ticket stays as it is

## Private by design

- **Only their own client:** A link shows one client's requests, actions and report, and nothing about your other clients or your team's notes.
- **Turn it off any time:** Stop the link working with one click. Turning it on again gives the client a new link.
- **Limits on every link:** Requests and deliveries on a link are rate limited, so a link that gets out can't flood your inbox.

## Questions about the request link

### What if a client forwards the link?

Anyone with the link can use it, which is what makes it easy. If it ends up somewhere it shouldn't, turn it off and share a new one.

### Can clients still email us?

Yes. Clients can email your team's ticket inbox to open a ticket, and when they answer an email about one ticket, the answer lands on that ticket. A request that came by phone you can still log as a ticket yourself.

### Can clients send files?

Yes. They can drop up to 10 files, each up to 10 MB, into a request or into what they deliver: images, PDFs, Office documents, CSV, text or zip files. Files attached to an email to your ticket inbox, or to an answer to a ticket's email, come in too.

### Does the link show our agency name?

Yes. The page shows your team's name to the client.

### Which contract does a request go to?

The client's current contract. You can move the ticket to another of their contracts later, and it keeps its history.

## Give every client one link

Create a team, add a client and turn on their link. They can send their first request today. Create a team at https://navbatly.com/register, or email hello@karvedigital.com.