Welcome to our client portal!
By now, you should have received an email link letting you log in to our client portal profile. After logging into the client portal, your home screen provides you access to the tabs (Requests, Contracts, Resources, Projects, and Sign-offs) along with a feed of recent activity, and on the right, additional items that may be of interest to you (see below).
Features
From the main home page, you can- Create a New Request.
- Check Balances.
- Update Profiles and Manage your company users.
- Review your Projects.
- Provide Sign-offs.
Permissions
If you are expecting to see access to certain menu items - such as Projects, Requests, Contracts, and Resources - and are unable to see or access it, please contact your representative who invited you to the portal.
Benefits
Here are some major benefits to our client portal:
- Stay up-to-date with your account information, you can log-in anytime to see an overall snapshot of your account and don’t have to make phone calls to find out what’s going on.
- Easily collaborate with our team no matter where you work from - all activities have unique emails that get tagged to a conversation.
- You won’t need to clear your calendar to conduct business when our clients can access your portal 24/7.
- We help make your approvals easier and faster against requests, tasks, and project work.
- Send and secure documents within the portal.