Before you invite
Client portals · 2 min read · Updated 29 May 2026
Client invitees join as Observers by default — they can see the board, comment, and view time entries, but can't create or delete items unless you promote them to Collaborator.
Privacy: Clients only see the projects they're explicitly invited to. Internal projects remain hidden.
Invite a client
Open Project settings → Access
In your project, click the gear icon, then Access. You'll see current members and a field to add new ones.
Enter the client's email
Type their email and select Observer or Collaborator from the role dropdown. Click Invite.
They receive an invite email
The client clicks the link to create a Karmo account (if they don't have one) or join directly. They land straight in your project.
Review their access anytime
Return to Project settings → Access to change their role, remove them, or see when they last viewed the board.
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