Getting started with Clauseloop: your workspace, team and first client
To get started, an admin brands the client portal under Settings, invites the team from User Management, adds the first client under Clients, and opens a project for the standard the client is certifying to. Each project then starts with a gap analysis that the client answers in their portal.
Who sees what
Each person signs in with one of four roles, and the sidebar shows only the pages that role works in.
| Role | Works in |
|---|---|
| Admin | Everything: clients, projects, sales, documents, finance, monitoring and settings. |
| Consultant | My Projects, Document Center, Client Portal Access and Calendar & Tasks, for the clients assigned to them. |
| Sales associate | Lead Management, Sales Pipeline, Proposals and Request Invoice. |
| Finance manager | Invoices, Invoice Requests, Payments, and the tax and payment settings. |
How to set up your workspace
- Open Settings and select Branding. In Portal Branding, fill in the Company Name, Portal Tagline, Company Logo, Favicon and Accent Color, then save. Clients see these on the portal sign-in page and throughout their portal.
- Under Tools, open User Management and click Invite User for each colleague. Enter their name and email, choose their role, and click Create User. They receive a welcome email.
- Optionally, open Settings → Auto Assign Logic and give each sales associate the countries or continents they cover, so new web leads reach the right person.
- Ask your finance manager to set up Invoice Templates, Tax Profiles and Payment Stages before the first invoice.
How to add your first client and project
- Open Clients and click Add Client. Enter the Company Name, country and contact details, then click Create Client.
- On the client’s page, click New Project, choose the certification or standard, and click Create Project.
- In the Portal Access card on the same page, click Grant Access. The client’s main contact receives a welcome email with a link to sign in.
- Open the project and click Start Gap Analysis to give the client their checklist.
Frequently asked questions
Do I have to add clients by hand?
No. When a salesperson marks a lead WON, the client, its contact, a project for each standard sold and the client’s portal access are created for you.
Which standards can a project follow?
Any you sell. Built-in clause checklists exist for ISO 9001, ISO 14001, ISO 45001, ISO 27001, ISO 13485, ISO 22000, ISO 22301, ISO 42001, SOC 2, GDPR, HIPAA and PCI DSS. For any other standard, upload your own checklist as a spreadsheet. Each project follows one standard, and a client can have several projects.
See Clauseloop for yourself
Run leads, projects, audits, invoicing, and renewals in one customizable platform built for ISO certification teams.