The Glossa Client Portal is a secure, lightweight review environment where you can share requirements with your clients for approval — without giving them access to your Glossa workspace.
Once you've drafted your requirements, the client portal closes the loop. Instead of exporting to a spreadsheet, emailing a CSV, and manually reconciling feedback, you send your client a magic link. They review, approve, and flag questions directly. Everything is tracked in Glossa.
What the client portal does
Lets you select which requirements to share with a client
Lets you select which client contacts to share with
Generates a secure magic link for your client contact — no account or login required
Gives clients a clean, read-only view of requirements organized by category
Allows clients to approve requirements or flag them as Needs Review
Allows clients to leave comments on individual requirements
Notifies you when a client approves, flags, or comments
Tracks a full audit trail: who approved, flagged, and commented on what, and when
How it fits into your workflow
The client portal is the final step in the Glossa requirements lifecycle:
Capture — Record meetings, upload documents, and import communications
Generate — Glossa auto-generates structured requirements and user stories
Refine — Review, edit, and organize requirements by category
Share — Send selected requirements to your client via the portal
Approve — Client reviews and approves; you resolve any flags
Deliver — Move forward with a signed-off, traceable requirements set
Two views: consultant and client
There are two sides to the client portal experience:
| Consultant (you) | Client |
Access | Inside your Glossa workspace | Via magic link — no login required |
Can do | Select requirements to share, select contacts to share with, send link, view approvals/flags, reply back to and resolve comments | Approve requirements, flag as Needs Review, leave comments |
Can't do | — | Edit requirements directly, see internal comments |