Guide ยท Client portal
Using the client portal
Signing in, raising a request, following it through the trackers, and being told when it moves. Written for the person you send the invite to.
Getting started
- Signing in for the first time
- Finding your organisations and projects
- Using the Home dashboard
- Installing the app on your phone
- Requesting access to a project
Raising and tracking work
- Raising a request
- Following progress in the trackers
- Reading a request, issue or change record
- Checking your maintenance hours
- Reading the time used on a project
Conversations and files
Notifications and settings
Next
Walk it with someone who built it
Thirty minutes on a call, these screens on your own workflow, and a straight answer about whether it fits.
partnerships@dhcertainty.com