Google Drive Integration

Connecting Google Drive lets the portal automatically create and manage a dedicated folder for each client.

Setup

This is a workspace-level integration configured in Settings → Integrations → Google Drive.

1. Click Connect Google Drive.
2. Authorise the OAuth prompt with the Google account that owns (or has access to) the Drive folder you want to use as the root.
3. Select or create a root folder — client folders will be created inside this root.
4. Click Save.

Auto-creating client folders

Once Drive is connected, enable Auto-create Drive folders in Settings → Onboarding. When you create a new client, the portal automatically:

1. Creates a folder named after the client inside the root Drive folder.
2. Stores the folder link against the client record.
3. Shows a Drive icon with a link in the Clients list.

Uploading deliverables to Drive

When you upload a deliverable file via the Files section, it is stored in the client's Drive folder (if Drive is connected). The file URL is also accessible from the client's portal.

Disconnecting

Go to Settings → Integrations → Google Drive and click Disconnect. Existing folders and files are not deleted — only the portal's ability to create new ones or read the folder list is affected.