If you are a new user, this topic will get you the information you need to get started.
Learn about the features of the Client Portal
A branded web portal through which you and your service providers can collaborate on tickets and projects. Home page.
Learn all about dashboard tabs and widgets.
Learn how to submit a ticket directly into our ticketing system using the Client Portal.
Learn how to work with us on a larger project.
Devices (assets, configuration items)
Keep track of the hardware and software devices we manage and monitor for your organization Your Client Portal instance may be configured to use one fo the following terms instead:
Account, Business Unit, Client, Company, Customer, Site..
Knowledge Base and Documentation
This area will give you access to Knowledge Base articles and documents that are relevant to your organization.
If you are a Client Portal Manager or a Taskfire An extension of the Client Portal that lets you manage your own internal help desk. Administrator, you can generate reports about contracts, invoices, tickets, and labor.
Monitoring end client tickets and projects
If your organization is a customer or partner of our organization, and we are billing you for work we did for one of your customers (the end client, whom you will bill directly), you can use your Client Portal to view tickets and projects that contain billing items we are billing to you. Refer to End client projects and End client tickets.
Administrators and managers: configuring your Client Portal
If you are the person at your organization who is responsible for managing the Client Portal, you are in the right place. In cooperation with your service provider, you can customize many areas.