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There are two forms of interacting with clients. These forms are internal and external clients.

The key difference to understand is internal clients have access to the client portal. They can log in to your workplace and perform activities and view data based on their user capabilities.

For a user to become an internal client, they must create an account and request to join your workplace. Upon approving the request, the user will gain access to your dashboard.

Internal clients may view payment history, upload files to projects, view invoices, view proposals based on their user capabilities.

If you do not wish for the client to have access to the client portal, just add the client as an external client.

You can always migrate date from an external client to an internal client and vise versa.