Why can't I see a project or ticket in the client portal?
The portal only shows projects that the company has linked to your client record, and tickets that came from your portal email address.
Steps
- Check which email address you used to submit the ticket. If it differs from your portal sign-in email, the ticket won’t appear. You can still view it on the Check Ticket Status page.
- For a missing project, ask your contact to link the project to your client record.
- Sign out and back in, then check again.
Good to know
- Messages like “Project not found” or “Task not found” mean that item isn’t linked to your account.
- Only top-level tasks are listed on a project page. Subtasks appear inside their parent task.
- Invoices still in draft are hidden until the company sends them.
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