Clients and the client portal

The client account and its tabs A client account is the commercial record: everything the client is subscribed to, owes, paid, asked and was sent, one tab per question.

Users, contacts and who can sign in A user is a person with a password. An account is the commercial record. Keeping them apart is what lets one person manage several accounts without sharing a password.

What clients can do in the portal The portal is where clients look after themselves: services, invoices, quotes, payments, tickets and their own details.

Let clients sign in with Google, Facebook or X Clients can register and sign in with an account they already have. Each provider needs an app created at the provider and a redirect address that matches exactly.

Merge, move, close or delete an account Four ways to end or reshape an account, with very different consequences.