Add clients
A portal can be either private (only people you invite can view it) or public (anyone with the link can view it, no login required). Most agency portals are private.
Private portals
Private portals use magic-link login. You whitelist email addresses, and each client logs in by clicking a one-time link emailed to them — no passwords to create or forget.
Adding a client
Open the Clients page
From the portal's sidebar, click Clients.
Add their email address
Click Add client. Enter their email address. Optionally add their name and an expiry date.
Send them the portal link
Copy the portal URL and share it with your client. The first time they visit, they enter their email — if it's on the whitelist, Quelvo sends them a login link. They click it and they're in.
Magic links expire after 15 minutes
Each login link is single-use and expires after 15 minutes. After clicking, the client gets a session that lasts 30 days — so they only need a new link if they sign out or come back from a new device after 30 days.
Setting an expiry date
Set an expiry date when adding or editing a client to automatically revoke their access after a project ends. After the date, the client sees an "access expired" message if they try to log in.
This is useful for:
- Time-limited engagements or retainer contracts
- Temporary project access for one-off clients
- Trial access for prospects
Blocking a client immediately
If you need to revoke access before the expiry date — a contract ended early, a dispute, or a mistaken invite — toggle Blocked next to the client's row. The block takes effect within about 30 seconds. Any ongoing session is invalidated on the next request.
Editing or removing a client
Click the Edit button on any client row to update their name, email, or expiry date. Click Remove to delete them from the whitelist entirely.
Public portals
A public portal skips login entirely — anyone with the link can view it. Toggle Public on the Settings page of any portal to enable this.
Public means truly public
Anyone with the link, including search engine crawlers that discover it, can view the portal. Use public mode for roadmaps, status pages, open product databases, or public-facing information you'd put on your website. Never put private client data in a public portal.
What anonymous visitors can do in a public portal:
- View rows and switch between layouts
- Open record detail pages
- Download proxied files
What still requires login (even in a public portal):
- Submitting forms
- Posting comments
- Editing cells (if inline editing is enabled)
Plan limits
Each plan has a cap on the number of clients per portal:
| Plan | Clients per portal |
|---|---|
| Starter | 5 |
| Pro | 25 |
| Agency | Unlimited |
Clients count per portal, not per account
You can have 5 clients on one Starter portal and 5 on another — the limit is per portal, not shared across your whole account.
If you hit the limit, you'll see an "upgrade required" message when you try to add more. Upgrading to Pro increases the limit to 25 per portal immediately.