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13.1. Client Portal Overview
Documentation for 13.1. Client Portal Overview
13.1. Client Portal Overview
Documentation for 13.1. Client Portal Overview
13. Client PortalUpdated: 4/8/2026
The Client Portal provides your clients with a dedicated self-service interface to interact with your MSP. Clients can submit support tickets, track project progress, view invoices, and request appointments without needing to contact your team directly.
Key Benefits
- Reduced Support Load - Clients can check ticket status and project progress themselves
- Improved Transparency - Clients have visibility into work being done on their behalf
- Streamlined Communication - Centralized location for ticket comments and document sharing
- Self-Service Scheduling - Clients can request appointments during available time slots
Client Portal Features
| Feature | Description |
|---|---|
| Dashboard | Overview of open tickets, projects, pending invoices, and upcoming appointments |
| Support Tickets | Create tickets, add comments, upload documents, and track status |
| Projects | View project phases and tasks (based on visibility settings) |
| Appointments | Request meetings with your technicians |
| Billing | View invoices, hours by service, and usage metrics |
| Settings | Manage account and invite additional portal users |