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You can use Google Sheets as a lightweight client project hub by creating a separate spreadsheet for each client, showing only that client’s project information, and sharing it with named accounts using the lowest permission they need. Sheets is not a secure multi-client portal: protected or hidden tabs limit editing or improve navigation, but they do not keep information confidential.

Choose a safe structure before you build

Make a separate spreadsheet for each client rather than sharing one workbook containing multiple clients’ projects. File-level sharing controls determine who can access that file; separate files make it easier to keep one client’s information out of another client’s view. This is a practical use of Google’s documented sharing controls, not a Google-certified portal design.

Google lets an owner restrict a file to named accounts or make it available to anyone with the link. For client work, use named accounts unless you have a specific reason to choose link access. Link access is easier to distribute but less controlled: anyone who obtains the link may be able to access the file according to its sharing setting. See Google Drive file-sharing settings.

Build a client-facing project hub

1. Create the client’s spreadsheet

Create a new Google Sheet for one client and give it a clear name, such as “Acme — Project Hub.” Keep internal notes, other clients’ details, and confidential business information in a separate file that is not shared with the client.

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2. Add tabs for the information they need

A simple workbook can use these tabs:

  • Overview: current status, next milestone, due date, and the client’s next action.
  • Milestones: planned stages, owners, target dates, and progress.
  • Deliverables: item, status, due date, and a link to the relevant file.
  • Decisions: decision needed, responsible person, and date required.
  • Links: shared documents or other project resources.

Only include material appropriate for that client to see. Use consistent status labels and date formats, freeze the header row for easier scanning, and make client actions visually distinct from read-only project information. These are usability choices, not special security settings.

3. Keep the overview actionable

Make the first tab answer four questions without requiring the client to browse the workbook: What is the current status? What happens next? When is it due? What do you need from the client? Update it as the project changes so the hub remains useful rather than becoming a second, out-of-date project record.

Share the file with the right permission

In the spreadsheet, select Share, enter the client’s named Google account, and choose the appropriate role. Google’s file-sharing roles include Viewer, Commenter, and Editor; the role controls what the recipient can do with the file. Check the sharing dialog for the current choices and restrictions on your account. Google describes these roles and sharing controls in its Drive sharing guide.

  • Viewer: use by default when the client only needs to read project status and deliverables.
  • Commenter: use when the client should leave comments without editing the tracker directly.
  • Editor: use only when direct edits are part of the agreed workflow and the client needs to change spreadsheet content.

Grant access to the specific client accounts that need it, rather than making the file broadly available by link. If the client’s team changes, review the file’s sharing list and remove access that is no longer needed.

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Use a Form when clients should submit information

If clients need to send requests, questions, or approvals, a Google Form can provide a more structured submission channel than giving them edit access to the tracker. Configure the form’s responder access for the intended people, then verify the live form settings before sharing it. Google’s updates describe responder access controls for selected users, groups, or target audiences; available settings can depend on the account and current configuration. See Google Workspace Updates.

Form access and access to the linked response spreadsheet are separate concerns. Check both: clients should be able to submit the form if intended, but they should not receive access to response data or the response workbook unless that access is part of the design.

Know what protection does—and does not do

You can protect a sheet or range to reduce accidental edits to formulas or internal structure. That is an editing control, not a confidentiality boundary. Google says of protected sheets and ranges, “This shouldn’t be used as a security measure.” Its guidance also warns that people may copy, print, paste, import, or export protected spreadsheet content. Read Google’s guidance on protecting sheets and ranges.

Do not put another client’s information in a hidden tab, or rely on a protected range to conceal information from a client who can access the spreadsheet. Keep information private by leaving it out of the shared file and controlling access at the file level. A protected range can help preserve formulas from accidental changes; it cannot turn a shared multi-client workbook into a private portal for each client.

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Test the setup before inviting a client

  1. Review the spreadsheet as the file owner and confirm every tab contains only information suitable for that client.
  2. Check the file’s sharing list and confirm access is limited to the intended named accounts and roles.
  3. Sign in with an appropriate client account, or ask a colleague to check using an account with the same role. Confirm what is visible and which actions are enabled.
  4. If you use a Form, submit a test response and verify that only the intended responders can open it and that response data is not exposed through the linked spreadsheet.
  5. Correct any access or content issue before sending the client the link.

When Sheets is—and is not—a good fit

Sheets can work for a small, straightforward project where clients mainly need a status view, deliverable links, and a simple way to provide feedback. Google Workspace states in its FAQ that “Sheets can currently handle two million cells”; that is a published capacity figure, not a recommendation for how complex a client hub should be. See the Google Workspace FAQ.

A plain spreadsheet may be a poor fit if you need polished client navigation, more formal update workflows, detailed administrative controls, or safeguards for sensitive information. Google Sites is another Workspace component that may help with presentation, but the available product information does not establish a complete Sites portal setup or prove that any configuration meets your contractual or regulatory obligations. Assess those requirements separately before sharing sensitive material.

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