This article describes what your client sees and can do in the portal — useful for setting expectations before you send the link, or for walking a client through it on a call.
What your client receives
Your client gets an email notification with a magic link. No account creation or login is required. The link opens directly into the review view for your project.
The link is unique to the specific client contact, so Glossa can track who approves or makes comments.
The magic link is valid for 7 days. If it expires, you can resend it from your Glossa workspace.
Preparing for discovery
For projects using pre-discovery preparation, the portal guides your client through steps in order before requirements review:
Files — Your client sees the documents you've requested and uploads them directly in the portal. Each request shows its status, so clients can see what's still outstanding.
Questions — Your client answers the discovery questions you've marked as client-facing. Each answer is recorded with the contact's name, so you can see who on the client's side said what. Answers can't be edited after submission — if a client wants to add to an answer, they can leave the additional context with you directly.
Requirements — The review experience described below.
The portal guides clients through these steps in order, so requested files are collected before the later steps.
What the portal looks like
The client portal is a clean, minimal view — it shows only what they need to review. Requirements appear in a single table that clients can search and sort. Filters for category, status, priority, and comments help clients narrow the list to the requirements that still need their attention.
For each requirement, the client sees:
The requirement title
The requirement description
Any user stories ("As a [role], I want to [action] so that [outcome]") associated with that requirement (note that checklist acceptance criteria associated with user stories are not displayed in the portal)
The status
Any existing external comments
What clients can do
Approve — The client can mark a requirement as Approved. This is recorded in Glossa with a timestamp and the client's name.
Flag — If the client has a concern, question, or disagreement, they can flag the requirement. You'll be notified immediately.
Discuss — Clients can comment on individual requirements. You'll be notified and can respond. Comments appear in the external comment thread on the requirement.
Upload files — If you've requested documents, clients can upload them directly in the portal's Files step. You'll see the uploads in your project as soon as they come in.
Answer questions — Clients can answer the discovery questions you've shared with them. Answers appear in your project's discovery overview, labeled with the contact's name.
What clients cannot do
Edit requirement text directly
See internal comments between your team members
Access any other part of your Glossa workspace
Approve or modify requirements in bulk (each requirement is reviewed individually)