CP
Client portal
7 min read
Give customers a branded self-service area for login, invoices, and account management.
Portal login experience
The client portal uses your brand chrome with a focused login screen. Customers authenticate with email and password (and two-factor when enabled), then access only the sections you expose.
Invoices and self-service
Customers can view invoice history, download PDFs, and see payment status. Reduce support load by letting accounts teams point clients to the portal instead of emailing attachments.
Tips
- •Enable portal registration only when your onboarding process can verify new customers.
- •Match portal sections to your SLA — start with invoices before enabling broader order history.