Client Portal

Overview

The client portal is a separate, white-labeled interface for your buyers. They can view their leads, track delivery status, see performance metrics, and submit returns — all without seeing your costs or other buyers.

Enabling a Portal

• Go to the buyer's detail page and click Enable Portal.
• A separate Clerk organization is created for the buyer.
• Invite the buyer's team members to their portal org.
• They sign in at the same domain and are automatically routed to the portal view.

What Buyers See

• Their leads with contact details, status, and timestamps.
• Performance dashboard — lead count, acceptance rate, return rate.
• Return management — submit returns with reasons.
• Account settings and team management.