Client Portal Setup
This guide walks through setting up a client portal for a tenant — from configuring visibility flags to creating client user accounts.
Overview
Each tenant in Weavestream has a client portal at /portal/<company-slug>. The portal shows a curated subset of the tenant's data, controlled by visibleToClients flags set by operators.
Step 1 — Decide what to expose
Before adding client users, decide which content you want them to see. Use the table below as a planning checklist:
Start with a conservative configuration — expose only what the client actively needs — and expand over time.
Step 2 — Mark articles as visible
- Open the tenant's Articles section
- For each article you want to expose: open the article, toggle Visible to clients to on
- Alternatively, toggle visibility from the article list view
Folder structure
Create a dedicated folder (e.g. "Client Documentation") for articles intended for clients. This makes it easy to see at a glance what is exposed.
Step 3 — Configure asset field visibility
Asset field visibility is set in the Layout Builder, not per-asset:
- Go to Admin → Layouts
- Open the relevant layout
- For each field, toggle Visible to clients
Fields with this toggle off are stripped from the response before it reaches the browser — even if a client inspects their network traffic, they cannot see hidden field values.
Field visibility is layout-wide
Toggling a field's client visibility affects that field across all tenants using that layout. If you need different visibility per tenant, consider creating separate layouts.
Step 4 — Add client users
- Navigate to Admin → Users → New User
- Set the global role to
CLIENT_USER - Copy the setup link and send it to the client
Once the client completes setup (sets their password and enrolls MFA), grant them access to the tenant:
- Go to Admin → Memberships or the tenant's settings
- Add a membership for the client user
- Set the role to
CLIENT_VIEWER(read-only) orCLIENT_ADMIN(can manage other client users)
Step 5 — Test the portal
Log out of your admin account and log in as the client user to verify the portal shows exactly what you intend. Alternatively, open the portal URL in a private/incognito window.
The portal URL is: https://your-instance.com/portal/<company-slug>
The company slug is shown on the tenant's settings page.
Updating Visibility Later
You can change visibility flags at any time. Changes take effect immediately on the next page load — no cache clearing required.
If you remove a client user's membership, their access is revoked on the next request (no grace period). Active sessions are invalidated immediately.