Agency
Client Portal
One link where clients approve work and see their invoices.
Opens in seconds on a private copy with sample data. Anything you build can be moved into your own account later.
What's inside
Projects, deliverables and invoices per client, with an approval board and a Client role whose row filters show each contact only their own work. Approve or request changes in one click; the project owner is emailed on every approval.
- Client role: each contact sees only their own projects, files and invoices
- Approval kanban with Approve / Request changes actions
- Discussion thread on every deliverable
- Outstanding and overdue invoice tiles on the dashboard
- Workflows: email the owner on approval and on change requests
Who it's for
Agencies and consultancies replacing shared folders and email threads with a branded portal.
How templates work
- 1. It's a real app. Opening a template provisions a fresh database for it and loads sample rows — the same path Ember uses when it drafts an app from a prompt.
- 2. Change anything. Add fields, drop blocks onto views, rewrite the workflows, set roles. The sample data is yours to edit or replace with a CSV import.
- 3. Keep it.From the sandbox, “Keep this app” sends you a link that moves the app — data, versions and all — into your own workspace once you sign up. Signed-in builders copy templates straight into their workspace.
