The client portal allows clients to overview events and the staff assigned to those events. They can view and approve timesheets, and manage sites. Clients can also add new events and patterns.
Once you get access to the client portal, you can log in to your account easily and start using the portal immediately.
After the admin/agency gives you access to the portal, you will receive an activation email. Click on “Verify” to activate your email. Without activation, you won't be able to log in to your account.
If you haven’t received an email, don't hesitate to get in touch with the agency to resend the activation email.
Accessing the portal
Accessing the portal is easy. Open the link provided by the agency. Insert username or email in the first field and password in the second field.
Check “Remember me” if you want the system to remember the email and password for this computer. You don't have to log in the next time you visit the portal.
If logged in successfully, you will be taken to the client portal homepage.
Client Portal Overview
We have written a separate article for you to understand and get an overview of the client portal.