CLIENT PORTAL ACCESS

Everything You Need, In One Place

Your client portal is where project communication, files, updates, and approvals live.
This page explains how to access it and how to use it effectively.

WHAT THE CLIENT PORTAL IS

The client portal is your centralized workspace for:

• Project updates and milestones
• Shared files and deliverables
• Feedback and approvals
• Important links and references
• Ongoing collaboration

Using the portal keeps everything organized and prevents details from getting lost.

HOW TO ACCESS YOUR PORTAL

Once your project begins, you will receive an email invitation with secure access instructions.

Access Steps

  1. Open the invitation email

  2. Follow the access link provided

  3. Create or confirm your login credentials

  4. Bookmark the portal for future use

If you do not receive an invitation within the expected timeframe, contact us.

WHAT YOU’LL FIND INSIDE

Your portal may include:

• Project overview and scope summary
• Timeline and current project status
• Shared documents and assets
• Review and approval requests
• Communication threads
• Links to external tools if required

Not every project includes every feature. Your portal reflects your specific engagement.

HOW TO USE THE PORTAL EFFECTIVELY

To keep projects moving smoothly:

• Check the portal regularly for updates
• Respond to review requests promptly
• Keep feedback consolidated and clear
• Use the portal for project-related communication when possible

This helps reduce delays and confusion.

FILES AND DELIVERABLES

Final assets are delivered through the portal or linked folders.

Please:
• Download and store final files for your records
• Notify us if access issues arise
• Avoid editing shared files unless instructed

We recommend maintaining your own backups once delivery is complete.

SECURITY AND CONFIDENTIALITY

Your portal is protected and access is limited to approved participants.

• Do not share login credentials
• Notify us immediately if access should be updated
• All collaborators are bound by confidentiality standards

TROUBLESHOOTING

If you experience issues such as:
• Missing access
• Broken links
• Permission errors

Contact us and include a brief description of the issue. We’ll resolve it as quickly as possible.

IMPORTANT NOTES

• The portal is for active projects only
• Archived projects may have limited access
• Portal access does not replace your agreement terms

READY TO CONTINUE?

If you already have access, log in using your portal link.
If you’re onboarding, complete the required steps and watch for your invitation.

Optional Enhancements (Later)

You may later add:
• A “Log In to Portal” button
• A short walkthrough video
• Embedded links to tools like Calendly or shared drives
• A FAQ toggle for common portal questions