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BD Platform
Site Workspace Login

Client Access

Clients Portal

Sign In

Use your email to receive a secure one-time sign-in link for the client portal.

Magic-link access Account-scoped sessions

Client access stays intentionally narrow: one-time links, scoped visibility, and no crossover into internal operating surfaces.

Magic links expire quickly, can only be used once, and keep access limited to what has been explicitly shared to your account.

Portal access

Secure, account-scoped access

The portal only shows invoices, quotes, documents, projects, and requests that have been intentionally shared to your account or contact.

  • One-time sign-in links expire quickly.
  • Access is scoped to your CRM account and contact record.
  • Shared items can be revoked or replaced if records change.