One record for you and your client.
Clients email instead of using the portal.
It is a place nobody wants to open.
What if it showed the same record your techs see?
What would that fix for you?
Tickets
Your clients raise tickets and reply there.
Some roles can close and reopen them.
Billing
Invoices, plans and quotes are listed.
Clients accept or decline quotes there.
Privacy
My Vault is private to the client's team.
Staff cannot see it.
Step by step
How it works
- 1
A client user gets a one-time sign-in link.
- 2
No password is needed.
- 3
They see tickets, invoices, quotes, devices and licenses.
- 4
A portal reply lands on the ticket your techs use.
- 5
Internal statuses like AI Triage and On Hold never reach the portal.
- 6
Your logo and accent color brand the portal.
What's different
It is the same record, not a copy.
My Vault is private to the client's team.
Roles are set for each user on the client's Users page.
What stays in your hands
- Sections depend on the user's role and the client's plan.
- Only some roles can close a ticket.
- There is no native mobile app.
- The portal works in a phone browser.
Read more in the help center
- How the client portal works for your clients
- How tickets work in the client portal
- How bills, plans and a card on file work in the client portal
- What security alerts show in the client portal
- What the client portal home and settings show
- Who can do what in your portal, your private vault and your security page
- How to change a client user's portal role
- What projects, training, licenses, meetings and devices show in the client portal
- How to put your brand on the portal
- Choose which passwords and documents each client can see
Questions, answered.
Is there a PSA with a client portal?
Yes.
Clients sign in with a one-time link.
They see their tickets, invoices, devices and licenses under your brand.
Can clients keep passwords your staff cannot see?
Yes.
My Vault is private to the client's team.
Staff are refused.
Can clients approve quotes in the portal?
They can accept or decline quotes and agreements.
They can see their bills.
A card on file page appears when it is set up.