CLIENT PORTAL · FREQUENTLY ASKED QUESTIONS
Why can't my client see a tool I use?
Clients only get the Client Portal, Dashboard, CRM, and any tools your partner enables for client access.
That is expected. The Client role hides every tool except:
- Client Portal and Dashboard
- CRM, unless CRM is turned off for the workspace
- Cold Email Agent and AI SDR, only when your white-label partner has enabled them for clients
Nothing you change in the workspace can add other tools for a client. If a client needs to use a tool, change their role to Member instead. See Can I change a client to a member?
If you use a white-label partner portal and want clients to see Cold Email Agent or AI SDR, ask your partner to enable those for client access.