Clients and the portal
Your builder invited you: how to join
Open the invite email from your builder and click the link. Choose Create my login if you're new, or I already have one, and use the email address the invite was sent to. Your project then shows under Your projects.
Your builder uses Sora Build to run your project. Their invite lets you see where the work is, approve changes and message them, from any phone or computer.
- Open the email your builder sent and click the link. The page says Follow and your project's name.
- Choose Create my login if you don't have one yet, or I already have one.
- Use the email address the invite was sent to. Another address won't open the project.
- You land on Your projects. Open your project to see its progress, what's happening now and what's coming up.
Next time, sign in with the same email.
If the link doesn't work
- This link has expired: links last 14 days. Ask your builder to send you a new one.
- This link was already used: you've joined already. Sign in with the email it was sent to.
- This link no longer works: ask your builder for a new one.
When your builder asks you to approve something, you'll get an email. See Approvals.
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Related articles
- Ask your client to approve a changeOn the project's Client tab (Owner on commercial projects), click Ask under Approvals and say what needs approving. Your client approves or declines it in their portal. Their answer is final and goes on the record with their name and the date.
- Comments and messagesEach task has comments, and each project has a Conversation on its Client tab that your client always sees. Task comments are Internal by default, so only your team sees them. Switch one to Shared with client when you want your client to see it.
- What your client seesYour client sees their own project's progress, task names, dates and status, the approvals you ask for, and messages and comments you share with them. They never see prices, internal comments, your team or other projects. Invoices reach them only through their own payment link.
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