Full guide/The client portal
Part 9

The client portal

Family access, magic-link sign-in, and downloading deliverables.

# Part 9 — The client portal for family

Once a project is in Delivery, family members can access their copy through the **Family Portal** at **`/portal`**. The portal is intentionally separate from the dashboard — it's where non‑technical family read, download, and respond.

## 9.1 Signing in to the portal

Family members go to **`/portal/login`** and enter their **email address**. They receive a **magic‑link sign‑in email** (in pilot / demo environments, the link is shown inline on the same page — clearly marked as demo).

Clicking the link sends them to **`/portal/verify?token=…`**, which writes a secure cookie and redirects to **`/portal/projects`**.

## 9.2 What the portal shows

The portal has:

- **`/portal/projects`** — every project the family member can access
- **`/portal/projects/[id]`** — the project overview with sub‑navigation
- **`/portal/projects/[id]/story`** — read the story chapters in EN or FR
- **`/portal/projects/[id]/research`** — read the research summaries
- **`/portal/projects/[id]/media`** — view portraits, B‑roll, audio
- **`/portal/projects/[id]/delivery`** — download the book, audiobook, etc.

Every page has a language toggle. Downloads are tracked in the family member's own **Activity log** (visible to them but not to other family members).

## 9.3 Inviting family

As the project owner, click **✉ Invite family** on the project overview to open the **Invite family modal**:

1. Enter the family member's email
2. They're assigned the **Viewer** role (read‑only)
3. Click **Generate invitation**
4. Copy the resulting link and share it (email, text, anything)

When they click it, they're added to the project with viewer access. Viewers can see everything you've published; they cannot edit, comment, or approve.

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Part 9 — The client portal | Roots We Planted