Use the client portal

Sign in with the invited email#

Your agency must give your contact access to the client portal. Use the email attached to that access. The portal shows the clients and items shared with you; it does not grant access to the agency’s internal workspace.

If you work with more than one authorized client context, check the company and client before opening or responding to work.

Respond to shared work#

Available actions depend on your access. An agency may share some items for viewing while allowing responses on others. Reports and invoices appear only when your access and the agency’s setup allow them.

1. Sign in and review the client shown in the portal.
2. Open the shared onboarding item, task, document, report, or approval you need.
3. Read the instructions and existing response. For an editable response, save a draft while you work and submit it when it is ready for agency review.
4. For an approval, review the actual request and choose the available decision. Include an explanation when requesting changes.
5. Check the confirmation and current status after submitting. Draft saved and Submitted for review are different states.

For agency teammates#

Open the client record to review portal documents, approval requests, onboarding responses, client requests, and shared tasks. Portal management access is required for sharing controls. Review each item and intended contact before making it available.

A client’s request can have linked operational work for your team. Keep the original client submission intact and use the linked task for internal triage.

If an item or action is missing#

Confirm the invited email and selected client. Ask the agency to check the contact’s active access and whether the item was shared. Do not forward another person’s sign-in message.

If a response changed in another session, reload and review the current version before submitting again. For a failed upload or submission, check whether the item already appears before repeating it.