Client Portal

Who this is for: anyone giving one of their own clients or an outside stakeholder a read-only window into their calls — without giving them access to settings, billing, or the rest of the workspace.

The Client portal gives clients, managers, and partners a read-only view of call activity.

Who sees the portal

Anyone provisioned with the Client viewer role lands in the portal instead of the main workspace. When they log in, they're taken straight to the portal's Overview page — they never see the dashboard, agents, campaigns, contacts, or settings that your team uses.

What a client viewer sees

The portal has exactly two pages, reachable from the top nav bar:

Page	What's on it
Overview	Four summary tiles — Calls today / 7d, Answer rate (7d), Minutes (7d), Booked (7d) — a "Calls per day" chart for the last 14 days, and a Recent calls table.
Calls	The full list of calls (most recent 100), with direction, status, outcome, and duration. Click any row to open the call detail.

Opening a call from either page shows:

Direction (inbound/outbound), who it was with, date/time, status, outcome, and duration
The AI-generated Summary (if one was produced)
The full Transcript

Client viewers cannot see your wallet, plans, invoices, or billing settings.

The header shows your workspace name and a small "Client portal" tag next to it, plus an account menu (top right) with their email, role, and a Log out option. That's the entire surface — there's no sidebar, no settings gear, and no links back into the main app.

If a client viewer somehow lands on a page they don't have access to, they're automatically redirected back to the portal rather than shown an error.

What viewers can never see or do

Client viewers cannot access, and have no navigation path to:

Dashboard, Analytics, Activity feed
Agents (including prompts, the practice playground, and scorecards)
Campaigns (including the wallboard)
Contacts or the CSV import/DNC tools
Conversations (web-chat preview inbox)
Settings of any kind — Branding, Numbers, Billing, Webhooks, Team, Compliance, Integrations, Developer, Knowledge
Wallet balance, invoices, plan/subscription info, or any billing controls
The platform admin area

They can't edit anything — no outcome editing, no notes, no exporting — the portal is view-only end to end.

Provisioning a client viewer

Only a workspace Owner can provision client-viewer access (Members cannot), and the workspace must have the Growth-or-higher portal entitlement. This control creates or reuses a local account and adds its workspace membership immediately. This creates observer access inside an existing workspace.

Go to Settings → Team.
Under Provision access, enter their email address.
In the Role dropdown, choose Client viewer (read-only portal) — the other option is "Member (full access)."
Click Provision access.
If CallOps created a brand-new local account, a temporary password is shown once. Store it securely; CallOps will not show or deliver it again. An existing account is added without a new password.

Give the recipient the normal sign-in URL, their email, and—only for a new account—the one-time temporary password through a secure channel. CallOps routes them to the portal based on their role.

They'll show up in the Members table below with a Client viewer role badge. An owner can remove anyone (except themselves) from that same table, which immediately revokes their portal access.

Without portal entitlement, the portal shows the account menu and access status.

Branding the portal

The portal uses your workspace logo and primary color. To change them:

Go to Settings → Branding.
Set a Logo URL (square images work best) — it appears next to your workspace name in the portal header. If you don't set one, a generic phone icon is shown instead.
Pick a Primary color with the color picker or by typing a hex code, then check the live preview swatch.
Click Save branding.

These same settings also style your main workspace, so your team and your clients see a consistent look.