Clients
Manage clients and client portal access.
Clients are the companies or individuals you work with. ORKA makes it easy to manage client relationships and give them visibility into projects.
Adding Clients
- Go to your workspace's Clients section
- Click Add Client
- Enter their name and email
- Send an invitation
Client Portal
Each client gets a read-only portal where they can:
- View project progress and milestones
- Approve or reject deliverables
- Fund escrow
- Track payments and invoices
Tip
Clients don't need an ORKA account to use the portal. They access it via a secure link sent to their email.
Client Management
Manage all your clients from the workspace:
- View all clients and their associated projects
- Track client activity across all projects
- Manage permissions and access levels
- Archive inactive clients to keep your workspace clean
Client Communication
ORKA keeps all project communication in one place:
- Proposal discussions
- Contract negotiations
- Milestone feedback
- Payment notifications
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