Client portal

The Client Portal is your dedicated workspace where you can track projects, view progress, and collaborate with your service provider’s team. Access your personalized client portal to stay updated on your projects.

Through your client portal, you can:

View project progress and timelines
Track task completion and milestones
Communicate with your project team
Access project documents and files
Review reports and analytics

For admin setup and configuration, see admin client portal.

Feature	Description
Dashboard	View an overview of your client portal data in a summary. Get a quick snapshot of your projects, requests, and other key information at a glance.
Services	Browse all available services from the service-offering organization and submit service requests. Explore what your service provider offers and request the services you need directly through the portal.
Requests	Submit and track your service requests. Monitor the status of your submitted requests and stay updated on their progress.
Projects	Manage and view your project progress. Track task completion, milestones, and overall project status for all your assigned projects.
Invoices	View and manage your invoices and payments. Keep track of billing for the services you have requested.
Chats	Communicate with your service providers. Use the built-in chat feature for direct conversations and stay connected with your project team.
Settings	Manage your account settings and preferences. Update your profile information and configure your account settings.