Customer Portal


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Customer Portal is a separate panel from admin area for your customer contacts. By accessing the portal they can track project’s progress, create tasks, upload attachments, comment on tasks, create ticket or add reply, see invoices, estimates and other financial data based on you permissions you set for them.

After you create a customer contact the person can login immediately using the email and password entered in the form. If you did not set any password then 123456 will be set for password.

To login to customer portal go to your browser and type the url the domain of your application with additionally /client . Example: www.{your_domain.com}/client

Previous Import customers using csv/xlsx file
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