Client Portals

Steps

Use Enter client portal

1. Open /client/login on your application domain, using the workspace account for this task.
2. Find the form containing Password, Confirm password. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
3. Select Enter client portal. Check the current record, recipients, amount or destination before confirming when those values apply.
4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Update password

1. Open /client/projects on your application domain, using the workspace account for this task.
2. Find the form containing Required to change password / Not required for first setup. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
3. Select Update password. Check the current record, recipients, amount or destination before confirming when those values apply.
4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Submit request

1. Open /client/projects on your application domain, using the workspace account for this task.
2. Find the form containing Project, Request type, Title. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
3. Select Submit request. Check the current record, recipients, amount or destination before confirming when those values apply.
4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Share Access

1. Open /portal/client-portals on your application domain, using the workspace account for this task.
2. Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
3. Select Share Access. Check the current record, recipients, amount or destination before confirming when those values apply.
4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Fields and choices

Field descriptions appear beside each task above so that separate forms are not mixed together.

Check the result

1. Stay in the same account/workspace and reopen the intended record or result screen.
2. For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
3. For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Common problems

Technical reference