Knowledge Base/Client Portal/Getting Started — Client Portal

Getting Started — Client Portal

The Client Portal is a secure, dedicated area where clients can view their projects, invoices, contracts, proposals, and communicate with the team.

1. Receiving Your Login Credentials

Your service provider will send you a welcome email containing:

  • Your Client Portal URL
  • Your Email address (login username)
  • A temporary password or a link to set your own password

If you have not received this email, check your Spam/Junk folder, or contact your service provider.

2. Logging In

  1. Open the Client Portal URL in your browser.
  2. Enter your Email and Password. Use the eye icon to show or hide the password.
  3. Optionally tick Remember me.
  4. Complete the reCAPTCHA if shown.
  5. Click the Login button.

3. Forgot Password

  1. On the login page, click Forgot Password.
  2. Enter your email address and click Send Reset Link.
  3. Check your inbox for a password reset email.
  4. Click the link in the email.
  5. Enter and confirm your new password.
  6. Click Reset Password.
  7. Log in with your new password.

4. Changing Your Password After First Login

It is recommended to change your temporary password immediately:

  1. Log in to the portal.
  2. Click your name or avatar in the top-right corner.
  3. Select Profile or Account Settings.
  4. Find the Change Password section.
  5. Enter your current password, then your new password (twice).
  6. Click Update Password.

5. Navigating the Client Portal

After logging in you will see the Client Dashboard. The left sidebar contains:

  • Dashboard — summary of your account
  • Projects — your active and completed projects
  • Invoices — invoices issued to you
  • Proposals — proposals sent to you
  • Contracts — your service contracts
  • Files — shared documents
  • Calendar — events and milestones
  • Chat — messages from the team
  • Notifications — alerts and updates
  • Profile — your account settings

6. Logging Out

  1. Click your name or avatar in the top-right corner.
  2. Click Logout.

7. Changing Language

  1. Go to your Profile settings.
  2. Find the Language selector.
  3. Choose your preferred language.
  4. Click Save — the portal reloads in the selected language.