Studio Stratton Client Portal Walkthrough

01 Overview

What the portal is for.

The portal gives each client one private place to see the project files Studio Stratton wants them to have. It keeps files organized, easy to find, and separate from internal team notes.

1

For clients

See project files

Clients can open their portal and find the client-facing folders Studio Stratton places inside their Client Portal folder.

2

For the team

Share without extra emails

When the team adds a client-safe file to the right Client Portal folder, the client can find it in the portal.

3

For privacy

Keep projects separate

Each client login is connected only to that client’s Client Portal folder. They do not see other client projects or internal team folders.

02 Features

What the portal can do.

The portal is intentionally simple. Clients should know where to log in, where to look, and how to send ideas or photos back to the team.

Secure access

Private client login

Each client uses their email and password to enter the portal. After login, they see only their own project.

Folders

Organized project hub

Folders can include Drawings, Invoices, Renderings, Agreements, Inspiration, Appliances and Plumbing Fixtures, Photos, and Uploads.

Files

Preview and download

Clients can preview common file types and download files when they need to save a copy.

Drawings

Latest plans in one place

The Drawings folder gives clients a clear place to look for the newest project drawings shared by the team.

Invoices

Billing files are easy to find

The Invoices folder keeps client billing documents separate from design files and photos.

Photos

Client uploads

Clients can upload inspiration photos, site photos, or other project images directly from the portal.

Ideas

Pinterest inspiration

Clients can paste a Pinterest link and save the image to their project Inspiration folder.

Mobile

Works on phone or computer

The portal is designed for simple use on desktop, tablet, and mobile screens.

Updates

New files appear in the portal

When Studio Stratton updates the client’s Client Portal folder, the portal reflects those files for the client.

03 Client steps

How clients use it.

These are the simple steps a homeowner needs. The language below can be reused in a welcome email.

Log in to the client portal

Go to portal.studiostratton.com.

Enter your email address.

Enter your password.

Select Sign In.

Studio Stratton Client Portal

Emailyou@example.com

Enter

PasswordYour private password

Enter

Sign InOpen your project dashboard

Click

Open the project folders

After login, look for Project Folders.

Choose the folder you need, such as Drawings or Invoices.

Open the folder to see the files inside.

Project Folders

DrawingsPlans and updates

InvoicesBilling documents

RenderingsDesign views

AgreementsSigned files

Preview or download a file

Open a folder.

Select a file name or the preview button to view it.

Select download if you want to save a copy.

Drawings

Kitchen Drawing Set.pdfPDF, updated today

Preview

Elevation Update.pdfPDF, updated Jun 18

Download

Cabinet Detail.jpgImage, updated Jun 17

Preview

Upload project photos

Select Upload or Upload Photos.

Drag photos into the box, or select browse.

Choose JPG, PNG, GIF, WebP, or HEIC images.

Select Upload.

Upload Photos

Drag and drop photos hereOr browse from your device

Browse

2 files selectedJPG, PNG, HEIC supported

Upload

Save Pinterest inspiration

Select Inspiration.

Copy a Pinterest link.

Paste the link into the box.

Select Save. The image will be saved to the project inspiration area.

Inspiration

Paste a Pinterest linkOnly Pinterest links are supported right now

Save

Saved imageAppears in the Inspiration gallery

View

04 Staff access

How Lance and Marcie log in.

Studio Stratton staff use the same portal link as clients. Staff accounts open the Clients dashboard, where new client access can be created and managed.

Lance Stratton

Staff login

Use this account to open the staff Clients dashboard and create or manage client portal access.

Portal link:
https://portal.studiostratton.com

Email:
lance@studiostratton.com

Temporary password:
Stratton-6faa5058-8880

Marcie Stratton

Staff login

Use this account to open the staff Clients dashboard and create or manage client portal access.

Portal link:
https://portal.studiostratton.com

Email:
marcie@studiostratton.com

Temporary password:
Stratton-0f80f917-1385

1Go to portal.studiostratton.com.

2Enter your staff email and temporary password.

3After login, confirm you land on Clients.

4Keep your password somewhere safe. If you want a new one, ask Illume to reset it.

What staff can do

Staff can create client logins, connect each login to the right Client Portal folder, reset a client password, pause client access, and reactivate access later.

Important reminder

Only share client-ready folders and files through the Client Portal folder. Keep internal project files outside of that folder.

05 Team steps

How Studio Stratton keeps it updated.

The portal is easiest to use when the team keeps a clean Client Portal folder inside each project. Think of it as the public shelf for the client.

Only add files the client should be able to open. Keep internal notes, drafts, labor bids, pricing workups, and private team files outside of the client-facing folder.

Use simple names like Drawings, Invoices, Renderings, Agreements, Inspiration, Appliances and Plumbing Fixtures, Photos, and Uploads. Clients should not have to guess where something lives.

When there is a new drawing, place it in Drawings. When there is a new invoice, place it in Invoices. The portal will show files from those client-facing folders.

Use names a homeowner can understand, such as Kitchen Drawing Set, Invoice 003, Final Rendering, or Plumbing Fixtures. Dates can help when there are several versions.

If you send a quick email or text, use plain words. Example: We added the latest kitchen drawings to your Drawings folder in the portal.

06 New clients

How to prepare a new client for portal access.

Studio Stratton already has the right shape in the CLIENT TEMPLATE. The admin dashboard lets staff create the client login and connect it to the Client Portal folder without opening Supabase or any technical tools.

Project workspace

The full client folder stays internal

The template includes folders such as Agreements-Budgets-Financials, Engineering, Labor Bids, Meeting Notes, Photos, Drawings, Renderings, Cabinetry, Appliances and Plumbing Fixtures, and other finish selections. These help the Studio Stratton team run the project.

Client-facing area

The Client Portal folder is what clients see

Inside each project, use the Client Portal folder for files that are ready for the client. This is the folder Illume connects to the client login.

1Create or choose the project folder for the client, usually named by the client or project name.

2Use the CLIENT TEMPLATE structure so the project folder includes Client Portal.

3Place only client-ready folders and files inside Client Portal.

4Go to portal.studiostratton.com and sign in with a Studio Stratton staff account.

5Open Clients, then enter the client name, email, project name, Client Portal folder link, and password.

6Select Create Client Access. The dashboard checks the folder and creates the client login.

7Copy the welcome note and send it to the client.

What the staff dashboard asks for

The dashboard is designed for plain client setup. No one needs to work inside Supabase, Google Cloud, Vercel, or an agent tool.

Client setup fields

Client name:
Client email:
Project name:
Client Portal folder link:
Password:

Important reminder

If the dashboard says the folder is not named Client Portal, go back to Drive and copy the Client Portal folder link inside the client project.

Sign in, open Clients, fill out the setup fields, and select Create Client Access. The client can use the portal as soon as the success message appears.

Staff can type a password or select Generate. The welcome note updates with the password so it is easy to send to the client.

After the login is created, select Copy in the Welcome Note box. Paste that note into an email or text to the client.

Use Reset to make a new password. Use Deactivate if a client should no longer be able to open their portal files.

07 Help

Simple answers for common questions.

No. Each client login is connected to only that client’s Client Portal folder.

Place client-ready invoices in the Invoices folder inside that client’s Client Portal folder.

Place client-ready drawings in the Drawings folder inside that client’s Client Portal folder. If there are multiple versions, use file names that make the date or status clear.

Yes. Clients can open the portal on their phone and use Upload Photos to add image files.

Not yet. For now, Pinterest links can be saved directly. For Instagram, clients should save the image to their phone and upload it as a photo.

Have the client contact Studio Stratton or Illume for help resetting access.