Moxie

Choose the sections clients see by default and preview how those choices shape the portal navigation.

<a href="https://create.withmoxie.com/settings/client-portal?section=features" rel="nofollow noopener noreferrer" target="_blank">Open Features &amp; navigation</a>

Go to Settings → Client portal → Features &amp; navigation.

Enable the areas that belong in the standard client experience.

Review the navigation preview as you make changes.

Choose whether new contacts should receive portal access automatically.

1. Go to Settings → Client portal → Features &amp; navigation.
2. Enable the areas that belong in the standard client experience.
3. Review the navigation preview as you make changes.
4. Choose whether new contacts should receive portal access automatically.
5. Select Save changes.

Moxie portal feature toggles beside a live navigation preview

The preview shows the navigation structure created by the enabled workspace features.

The portal can include projects, invoices, financial summaries, agreements, time worked, appointments, requests, forms, and files. Only enable sections that support the way you work with clients.

Clients that use customized feature access keep their overrides when workspace defaults change. Use Clients → Portal access to review or remove those exceptions.

A navigation item makes a section available; it does not publish every record in that section. For example, the Projects feature can be enabled while an individual project remains Not visible.

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<a href="https://help.withmoxie.com/en/collections/19706142">Back to Client portal</a>

Set the workspace-wide client experience and understand how client-specific exceptions behave.

Choose portal features and navigation

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Choose portal features and navigation

Set the workspace defaults

Understand the available features

Defaults do not override exceptions

Navigation is not the same as visibility