How to set up and use the client portal
To use the client portal, enable portal access for a client and share their branded login. From the portal, clients upload requested evidence, track project progress, download documents and certificates, and pay invoices online.
What is the client portal?
The client portal is a branded space — carrying your logo and colours — where your clients upload evidence, follow certification progress, download approved documents and their certificate, and pay invoices online.
How to set up the client portal
- Enable portal access for the client from their record.
- Share the branded login invite.
- The client uploads requested evidence and documents.
- The client tracks project progress and document statuses live.
- The client downloads certificates and pays invoices online.
Frequently asked questions
Is the portal branded?
Yes. The portal carries your logo and accent colour, so clients experience it as your own certification portal.
Can clients pay invoices in the portal?
Yes. Clients can pay invoices online from the portal, and payments sync back to your workspace automatically.
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