Client Portal Users
For clients who receive estimates, review projects, and collaborate through the NidusCore client portal.
Getting started
4 guides
Receiving your client portal invitation
Learn what to expect when a business invites you to the NidusCore client portal and how to get started.
Setting your password after an invitation
Create your NidusCore password after accepting a client portal invitation.
Logging into the client portal
Sign in to the NidusCore client portal and reach your dashboard.
Choosing the correct business or client portal
Select the right client portal when you belong to more than one business.
Dashboard
1 guide
Estimates
3 guides
Viewing active estimates
Find and review estimates shared with you in the client portal.
Approving or rejecting an estimate
Review estimate details and approve or reject estimates waiting for your decision.
Understanding estimate statuses
Learn what client and internal estimate statuses mean in the portal.
Projects
3 guides
Viewing projects in the client portal
Browse your projects, open details, and follow progress from the client portal.
Project statuses explained
Understand what pending, active, completed, and other project statuses mean.
Downloading files and deliverables
Access shared files, attachments, and media deliverables in the client portal.
Your account
4 guides
Switching between business profiles
Move between client portals and internal business accounts when you belong to more than one.
Using the profile menu
Navigate account settings, notifications, theme, and sign out from the client portal header.
Permissions and limited access
Understand why some estimates, pricing, or sections may be hidden in the client portal.
Using the client portal on mobile
Navigate the client portal on phones and tablets with the responsive layout.
Troubleshooting
3 guides
I did not receive my invitation
Troubleshoot missing client portal invitation emails and request a new invite.
I cannot see my estimate
Fix missing estimates in the client portal when you expect to review one.
My invitation or estimate link expired
What to do when a client portal or estimate review link no longer works.