Getting Started With the Client Portal, What does the Client Portal do? Troubleshooting.

CLIENT PORTAL

Create a Portal Member login and set their Access Permissions & Email Notifications.

Create a Portal Member account login for your Client to access their portal

Personalising and configuring your Client Portal

Getting started with the Client Portal

Getting Started with the Client Portal

See How Your Client Can View Invoices & Export Invoice Data on The Client Portal

How Your Client Views Invoices In The Client Portal

See How Your Client Can View & Export Asset Data on The Client Portal

How Your Client Views Assets In The Client Portal

See How Your Client Can View, Accept or Decline Quotes & Export Quote Data on The Client Portal

How Your Client Views Quotes In The Client Portal

See How Your Client Can View Completed Jobs, Access Job Forms & Export Job Data on The Client Portal

How Your Client Views Jobs In The Client Portal

How Your Client Views Information On The Client Portal

How to action Work Requests created by your clients who are using the client portal.

View & Action Work Requests Created By Your Clients

Your Work Requests

Support

RAM Tracking

RAM Assist

RAM Live

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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