> ## Documentation Index
> Fetch the complete documentation index at: https://docs.woes.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Portal

> Configure and preview the customer-facing client portal for issue visibility, customer forms, and branded account access.

# Client Portal

The Client Portal is the customer-facing account experience for support issues and requests. It is currently available as an authenticated operator preview from **Clients → Portal Preview** while public customer login and custom-domain routing are completed.

## Current Status

| Capability                                   | Status                                    |
| -------------------------------------------- | ----------------------------------------- |
| Operator preview at `/clients/portal`        | Available behind workspace auth.          |
| Portal settings in Clients                   | Available.                                |
| Branded light portal shell                   | Available in preview.                     |
| Customer-facing issue list and detail routes | Backend routes exist for portal sessions. |
| OTP login delivery                           | Future backend work.                      |
| Custom-auth token exchange                   | Future backend work.                      |
| Public custom-domain routing                 | Future backend work.                      |

## Portal Settings

Portal settings are stored on workspace settings and require `customers.write` to save.

Settings include:

* Enablement.
* Portal name.
* Logo URL.
* Accent color.
* Header links.
* Footer link sections.
* Default access behavior.
* Visible and editable issue fields.
* Customer-facing issue status labels.
* Customer-facing task status labels.
* Customer-facing forms.
* Custom domain and DNS record display.
* OTP or custom-auth URL mode.

## Access Levels

| Access level | Meaning                                                            |
| ------------ | ------------------------------------------------------------------ |
| Admin        | Can see account-level portal issues for the same customer company. |
| Member       | Can see issues tied to their customer email.                       |
| No access    | Cannot access portal issues.                                       |

## Portal Issues

Portal-visible issues use the same issue model as Woes support issues. Portal routes return customer-safe issue fields and customer/support message roles.

Public portal access depends on a valid portal session. In non-production environments, a development session header may be used for testing.

<Warning>
  The operator preview is not the final public customer login flow. Do not promise customer OTP, custom-auth, or custom-domain behavior until those routes are enabled in production.
</Warning>