Client portal

What your clients see and do in the portal.

How do I give a client access to the client portal?Open the client's record, go to "Client Portal Access", tick "Enabled", set a password and click "Save access". Then…Help desk & customers
How do I sign in to the client portal?Go to the portal sign-in page (your WorkHub address followed by /portal/login) and enter the email and password the…Help desk & customers
I forgot my client portal password. How do I reset it?The portal has no "forgot password" link. Ask your contact at the company to set a new password for you.Help desk & customers
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…Help desk & customers
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…Help desk & customers