Client Portal & OTP Login
Instructions on giving buyers and clients secure access to their documents and invoices.
How Clients Access the Portal
The Client Portal allows your buyers and clients to log in securely and view invoices, quotes, and projects relevant only to them. GuruduX uses a passwordless OTP (One-Time Password) system, meaning you never have to manage passwords or send manual invite links.
- Navigate to Sales > Clients.
- Select a Client record and go to the Contacts tab.
- Click Add Contact and enter their Name and Email address.
Once the contact is saved, they can immediately visit your portal's login page (/portal/login). When they enter their email, they will receive a secure 6-digit code to sign in.
How Data Isolation Works
GuruduX uses database Row Level Security (RLS) to enforce strict data isolation. When a client logs in via OTP, their identity is cryptographically bound to their client_id. Any query they make to the database automatically filters out rows that don't match their ID, making data leaks impossible.