Client Portal
Written for the people at your client, not for you: signing in, tickets, bills, documents, training and who can see what.
- How bills, plans and a card on file work in the client portal
See exactly what you pay for and when it next bills, read every line of every invoice, approve or decline a quote or service agreement yourself, and save a card once so your IT provider can settle each invoice as it comes due.
- What security alerts show in the client portal
See what your IT provider caught and handled for you, read in plain words what happened and what they did about it, and, if your company runs its own IT, confirm or deny an unusual sign-in when you are asked.
- How the client portal works for your clients
Your clients sign in with a one-time link, raise and close their own tickets, read their plans, invoices and quotes, share a password safely and finish security trainings, all from one portal on your records.
- How tickets work in the client portal
Your clients raise, follow, answer and close their own tickets from the portal, on the same ticket your techs work, without phoning you.
- How to save, check and remove your card on file
Save a card once on the My Payment page and your IT provider can charge it for each invoice as it comes due, without you reading card numbers out or sending them by email. Remove it the same way whenever you want.