Client Portal
Give clients their own dashboard to track project progress, view invoices, and submit support tickets.
Overview
The client portal provides:
- Project tracking and progress visibility
- Invoice viewing and payment
- Support ticket submission and tracking
- File sharing and collaboration
- Time tracking transparency
Enabling Portal Access
For Individual Clients
- Navigate to Agency OS → Clients
- Open client profile
- Scroll to Portal Access section
- Toggle Enable Portal Access
- Click Send Portal Invite
Portal URL
Client portal is accessible at:
https://yoursite.com/agency-portal/
Client Portal Features
Dashboard
Overview showing:
- Active projects with progress bars
- Recent activity
- Outstanding invoices
- Open support tickets
Projects
View project details:
- Project description and goals
- Milestone timeline
- Task completion percentage
- Recent updates
Invoices
Invoice management:
- View all invoices
- Download PDF copies
- View payment history
- Mark as paid (manual payment)
Support Tickets
Ticket submission:
- Submit new tickets
- Track existing tickets
- View ticket history
- Receive status updates
Portal Settings
Configure portal behavior in Agency OS → Settings → Portal:
| Setting | Description |
|---|---|
| Enable Portal | Turn portal on/off globally |
| Allow Registration | Let clients create accounts |
| Show Time Tracking | Display logged hours to clients |
| Show Invoices | Allow invoice viewing |
| Allow Ticket Submission | Enable support ticket form |
Portal Branding
Customize the portal look:
- Logo - Upload company logo
- Colors - Match your brand
- Welcome Message - Custom greeting
Security
Portal security features:
- Individual Logins - Each client has own account
- Data Isolation - Clients only see their own data
- Session Management - Secure timeout settings
- Activity Logging - Track portal access