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.
CallOps (your provider may show this under their own brand name) includes a separate, read-only Client portal. It's a stripped-down view of just the calls — no settings, no billing, no ability to change anything. It's meant for people who need to see call activity (a client of yours, a manager, an outside partner) but shouldn't be able to touch the workspace.
Who sees the portal
Anyone invited 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, duration, and cost per call. 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, duration, and cost
- The AI-generated Summary (if one was produced)
- The full Transcript
A note on cost: individual call rows and the call detail page do show the per-call cost (what that call was billed), since that's part of the call record itself. What client viewers can't see is anything about your wallet, plans, invoices, or billing settings — see below.
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 the brain/prompt config, simulation playground, scorecards)
- Campaigns (including the wallboard)
- Contacts or the CSV import/DNC tools
- Conversations (chat/SMS 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.
Inviting a client viewer
Only a workspace Owner can send invites (Members cannot). To invite someone as a client viewer:
- Go to Settings → Team.
- Under Invite, enter their email address.
- In the Role dropdown, choose Client viewer (read-only portal) — the other option is "Member (full access)."
- Click Invite.
- If they're a brand-new user, a temporary password is shown once on screen — copy it and send it to them securely, since it won't be shown again.
They log in at the same login page as everyone else — CallOps routes them to the portal automatically based on their role, no separate portal URL to give out.
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.
Branding the portal
The portal automatically picks up your workspace's logo and primary color — there's nothing separate to configure for the portal itself. To change how it looks:
- 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.
Related
- Understanding your results — the same call detail, transcripts, and summaries your viewers see, plus the reporting they don't.
- Connecting your tools — pushing call activity to Slack, a CRM, or your own systems for people who need more than the portal.
- FAQ & troubleshooting — roles, access, and common account questions.