Give clients a private portal for reports, tickets and plan
Clients sign in to see their own reports, tickets and plan, and nothing else.
How it works
4 steps in YuktiBOS.
Where to find it: Client portal.
- Invite the client's users.
- Show a report on the portal.
- The client reads it, raises a ticket or uploads a file.
- Switch on their plan home when you want them to see it.
What you get
What comes out of it.
Nothing visible until you show it.
Staff who sign in go to the clients list.
Who it is for. Agencies and consultants.
You may also know this as: client portal, agency client login, share reports with client.
Related things you can do
More from Client portal
Want to give clients a private portal for reports, tickets and plan?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.