What can I see in the client portal?

The portal is a read-only view of your own invoices, tickets and projects with the company. You never see other clients’ information.

Steps

1. Sign in to the portal.
2. Under “Invoices”, see each invoice’s number, status, due date, total and balance. Click “Pay now” for an open invoice with a balance, or “View” for the others.
3. Under “Your Tickets”, see your support requests with their project, status and last update. Click one to see its details.
4. Under “Your Projects”, click a project to see its tasks grouped by status, such as Open, In Progress or Completed.
5. Click any task to see its description, who it’s assigned to, its subtasks and an “Activity” timeline.

Good to know

• Draft invoices aren’t shown. Only sent, paid and void invoices appear.
• You can’t create tickets, comment or change anything in the portal. To make a request, email the support address or use the company’s web form.
• Tickets appear when they were submitted from your portal email address, or when they are ticket-type tasks in a project linked to you.