ClientLink is a revolutionary new way for construction clients and homeowners to stay up-to-date with their construction projects. Powered by ConstructionOnline, ClientLink provides clients and owners with convenient online logins for their builder's Portal.

The Portal, also known as the Project or Company Portal, serves as a central hub for your project's information and data. Within your builder's Portal, you can view the latest updates to your project, communicate directly with your builder, and more.

To gain access to the Portal, you will need to log in with your ClientLink account. Instructions for setting up your ClientLink account for the first time can be found here.

Do I need to have my own subscription to ConstructionOnline to use the Portal?

No. The Portal for ClientLink Users comes standard with the ConstructionOnline subscription your builder has. An email invitation will be sent to you prompting you to set up your ClientLink account. More information about account set up can be found below.

How do I set up my ClientLink account?

You will receive an email invitation from your builder, which will allow you to join the project and set up your ClientLink account. The email invitation will contain a link to their Company Portal, as well as the temporary password for your account.

Open the email, then click the blue "View Project" button.
Within the login screen, enter your email address and temporary password. Make sure to use the email address that the invitation was sent to.
Click the green "Login" button.
Once logged in, you'll land on your project's "Overview" page. Here, you'll be able to see the latest project updates and activity, or you can navigate to different project areas using the navigation tabs at the top.

Do not attempt to create a ClientLink account from the main ConstructionOnline login page! You must use your builder's email invitation to set up your ClientLink account.

Do I need to request a project invitation myself?

No. Your builder will send a project invitation to the email address you provided them with.

I can't find my project invitation.

There are several reasons why you may not be able to find your project invitation -

You may not have permission to view the Project yet, so the email invitation has not been sent.
The invitation could be in your email's spam or junk folders. Check both before moving forward.
In rare instances, the project invitation may have simply not gone through. Contact your Project's Creator to ensure they have the correct email address attached to your ClientLink Contact and request they send a new copy of the email invitation.

Is there a mobile app?

Yes! The CO™ Mobile App is available for download on both Apple and Android devices. The CO Mobile App allows you to view your project's information at any time, in any place. Simply download the CO Mobile App and log in with your ClientLink account credentials to get started!

Step-by-step instructions for downloading the CO Mobile App can be found here.

Please note: we recommend that you download and login to the CO Mobile App AFTER you have set up your ClientLink account. Do not attempt to set up your ClientLink account from the app.

How do I contact my builder?

When logged into the Portal, you can easily contact your builder by clicking the "Contact Project Creator" button. This option allows you to send a direct message to your builder without leaving the Portal.

The button can be found in two different locations:

Left Sidebar: click the "Contact Project Creator" button found underneath the name of your project. If the left sidebar has been collapsed, click the three line menu in the upper left hand corner of your screen to re-expand the sidebar.
Profile Picture: click on your profile icon, then select the option "Contact Project Creator". It should be the first option listed below your email address.

contact project creator

You can also send a direct message to your builder if you have access to Project Messaging.

I don't see my Project in the Portal. What should I do?

There are a couple reasons why you may not be able to see your Project from the Portal. First, ensure that you logged into the Portal using your Company's Public Profile link. If you log in through ConstructionOnline's main page, you will not have full access to your Project(s).

If you still do not see your Project after verifying you are logged into the Portal, your Project could have been archived or removed. Contact your builder to confirm your Project's status.

My builder shared plans with me—how do I access them?

You can find your plans under the "Redline Planroom" tab of the Overview page.

If the Redline Planroom tab is not visible OR no plans appear after clicking on the tab, contact your builder and explain what you are experiencing.

How do I log in?

To log in to the Portal, first click on the link to the Portal provided by your builder. If you cannot find the link to your builder's Portal, contact your builder and ask them to re-send the link. Do not attempt to log in from the main page of ConstructionOnline! Then, enter the email address and password associated with your ClientLink account.

Step-by-step instruction for logging into the Portal can be found here.

I can't remember my login email or password. What should I do?

If you forgot the login email or password associated with your ClientLink account, don't panic. To recover your login email, we recommend contacting your builder, who can easily look up your associated email within your Contact Details.

To recover your password, we recommend fully resetting it using the instructions below.

How do I reset my password?

If you're logged out of your account and can't remember your password, you can reset it by clicking "Forgot Your Password" on the Portal login screen. Enter the email associated with your account in the provided text box, then click the green Email Me button. You will receive an email containing a link to reset your password.

If you are still logged into your account, you can also request a password reset directly within the Portal itself. From the Left Sidebar, click the "Edit Your Password" button, then click on "Forgot Your Password". You will receive an email containing a link to reset your password.

How do I change my password?

If you are able to log into your account and know your current password, you can easily change your password in just a few steps. You can either click the "Edit Your Password" button or open your Profile Settings and select the Password tab. Both options require you to verify your current password, then enter and confirm your new password.

Step-by-step instructions for changing your password can be found here.

Why can't I access [a specific ConstructionOnline feature or functionality]?

There are a few reasons you may not have access to a specific feature or functionality from the ClientLink Portal -

You don't have permissions set to access the feature - The most common reason you may not have access to a specific feature from the Portal is due to the permissions given to your account. If you believe this is an error, we recommend contacting your builder and explaining what you're experiencing. It may be that they need to adjust your ClientLink Portal permissions from ConstructionOnline to give you access. However, please note that it could be that your builder has elected to not give you permission to this feature/functionality. It is ultimately up to the discretion of the company holding the ConstructionOnline subscription as to what feature(s) their Project Team has access to.
The feature isn't available within the Portal - Certain ConstructionOnline features, (like OnCost™ Estimating) and functionalities (like editing OnPlan™ Schedules) are not available from the Portal.

Why can't I see [a specific ConstructionOnline feature, item, functionality, or document]?

Similarly, the reason you can't see certain features, items, functionalities, or documents within the Portal is likely due to the reasons listed above. If you believe this is an error, contact your builder and explain what you're seeing to open a dialogue about what you have access to.

How do I upload files and/or photos to the Portal?

Files and photos can be quickly & easily uploaded by clicking the green (+) Add New... button within the Files tab of your Project.

The files and/or photos uploaded within the "Your Files" pane will only be visible to you and the creator of your Project in ConstructionOnline. Other files and/or photos made visible to your Project Team are available within the Project Files pane. Once uploaded, the Project Files and/or Photos can be viewed, edited, shared, or downloaded by you and your builder.

If the Files tab is not visible to you within the Portal, contact your builder and explain what you see.

Please note if you are uploading files and/or photos from the CO Mobile App, we recommend uploading no more than 20 files/photos at one time for the most successful performance of the application.

How do I respond to a Request for Information (RFI) from the Portal?

Responding to a Pending RFI through the Portal is as easy as selecting the desired RFI, clicking "Reply to Selected RFI" located in the top right hand corner of the RFIs pane, typing your desired message in the text box, and clicking the "Post Response" button.

More information regarding RFIs in the Portal can be found here.

How do I change where my notifications go?

Portal notifications are sent to you through the email address and phone number listed in the Private Details of your ConstructionOnline Contact. If you wish to change where your notifications go, contact your builder with the updated contact information so they can update your Contact Details in ConstructionOnline.

What type of support resources are available for me as a ClientLink User?

Here at ConstructionOnline, we value all of our client base—including our ClientLink Users! If you continue to experience trouble accessing or utilizing the Portal, or have questions not addressed in our Knowledge Base, the ConstructionOnline Customer Support Team is here to help! You can contact our award-winning support staff using one of the following methods:

Click the orange Chat icon in the bottom left corner of the Portal
Call 800.700.8321
Email support@uda1.com

Our U.S.-based Support Team is ready to take your chats, calls, and emails any time between 9:00 AM to 6:00 PM ET.