Help / Clients and payment

Client can't sign in to the portal

The portal uses the client's email, not an inspector login. Most access problems trace to a mismatched email on the job.

Sign in to open this screen

1. Step 1

   Portal is at /portal, not /login

   Inspectors, office, and owners sign in at /login for the workspace. Clients and agents sign in at /portal. If a client lands on /login, send them the portal link — they sign in there, not on the staff screen.

2. Step 2

   Email must match what is on the job

   The portal shows jobs where the client's sign-in email matches the client email on the project. If the job has alice@gmail.com and she signs in with alice@icloud.com, nothing appears. Open the project, check the client email, and update it if needed.

3. Step 3

   Client did not receive the portal invite

   Portal invite emails come from noreply@inspecta.com. Ask the client to check spam. If the address was wrong, update it on the project and re-send the agreement or invoice — that triggers a new portal link.

4. Step 4

   Report shows 'held' in the portal

   If you turned on hold-until-paid for the job, the report is only visible after the agreement is signed and the invoice is paid. The portal tells the client why it is locked. Once both are done, the report unlocks automatically.

5. Step 5

   Agent access

   Agents sign in at /portal with the email attached to their agent record on the job. If the referring agent is not seeing the job, check that their email on the project matches what they are signing in with.