Using the client portal

You depend on a team outside your own company, and you need to ask them for things, know what happened to each ask, and see how a project of yours is going, without chasing people by phone. The client portal gives you one place for that. Everything you see there is what the team has chosen to share with you.

You send requests to the team and follow each one from the moment you file it to the moment it is closed. You see a request’s conversation with the team and the changes made to it. If the team shared a project with you, you follow its timeline, status and progress, read-only. Leads see the requests of their whole company. A monthly report shows how often the team met the targets agreed with you. Email keeps you informed when something changes.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.