The My Portal module allows you to securely collaborate with your clients by giving them controlled access to their work, tasks, progress, and documents, all in real time.
It removes the need for constant emails and follow-ups, keeping everything centralised and transparent.
What Is My Portal?
My Portal is a secure client-facing portal where invited clients can:
- View the progress of their work
- Complete tasks assigned to them
- Upload and review documents
- Stay updated in real time
Each client has their own separate portal, ensuring privacy and data isolation.
Accessing My Portal
To access My Portal:
1. Go to Modules → My Portals
2. You will see a list of all client portals you have been invited to
3. Click on a portal card to open that client’s workspace
Each portal represents a different client or business.
Client Portal Overview
Inside a client portal, clients can clearly see:
- Assigned tasks
- Current progress
- Shared documents
The layout is simple and focused, allowing clients to act without confusion.
Tasks in Client Portal
The Tasks section shows all tasks assigned to the client.
Clients can:
- View task details
- See due dates and task status
- Upload required files
- Complete tasks directly from the portal
Once a task is completed, the update is reflected instantly for your internal team.
Progress Tracking
The Progress section gives clients visibility into:
- Overall work status
- Completed vs pending items
- Real-time updates as work progresses
This helps clients stay informed without needing manual status updates.
Expanding and Collapsing Workflow Progress
Each workflow in the Progress view can be expanded or collapsed using the dropdown arrow, allowing clients to either see a high-level progress summary or drill down into individual task statuses.
Documents Management
The Documents section allows clients to:
- Upload requested documents
- View shared files
- Submit documents securely
Supported file uploads are validated, and all documents are stored safely within the portal.
Folder-based document structure
- Documents can be organised into folders (e.g. Contracts).
- Clicking a folder opens its internal documents.
- This helps keep client-facing documents structured and clean.
Document visibility control
- Each document has a Visibility level:
- Internal only
- Internal + customer
- Only documents marked for customer visibility appear in the Client Portal
Document origin
- Documents can be:
- Uploaded manually
- Generated or added via workflows/tasks
- This explains why some files appear automatically.
Document metadata
- Clients can see:
- File type
- File size
- Uploaded by
- Upload date
This improves transparency and auditability.
Search & pagination
Clients can:
- Search documents
- Control “Show per page
- Important for portals with many files.
The Documents section allows clients to securely view, upload, and organise files in folders, with full control over visibility, real-time updates, and clear document history.
Task Details, Instructions & History
When a client opens a task:
- Clear instructions are displayed
- Required documents and formats are listed
- Upload and submit actions are available
- A complete comments and history panel shows:
a. Updates
b. Cancellations
c. Status changes
d. Communication timeline
This ensures full transparency and traceability.
Real-Time Data Sync
All client portal data is real-time, including:
- Task completion
- Document uploads
- Status changes
- Comments and activity history
Any action taken by the client is immediately visible to your internal team.
Configuring Client Portal Access
Client portal access is managed via Configurations.
To configure access:
1. Go to My Portals → Configurations
2. Select an employee or client
3. Choose permission levels for:
- Tasks
- Progress
- Documents
4. Click Save to apply changes
Permissions can be updated anytime and take effect immediately.
Enabling or Disabling Portal Access
You can:
- Enable portal access for specific clients
- Disable access when no longer required
- Control exactly what each client can see
This gives you full control over client visibility and security.
Multiple Clients, Separate Portals
You can invite as many clients as needed.
Each client:
- Has their own isolated portal
- Sees only their own tasks, progress, and documents
- Cannot access any other client’s data
Key Benefits of My Portal
- Secure client collaboration
- Reduced email dependency
- Real-time visibility
- Controlled permissions
- Clear task ownership
- Faster document collection and approvals