Every portal page uses the same layout: your company name and the client’s name at the top left, a navigation list down the left side, and the content on the right.
The navigation shows only the sections you switched on, in this order:
- Home
- Invoices
- Payments
- Payment Methods
- Service History
- Jobs
- Properties
- Work Requests
Reaching their own account settings
The client’s own login details live on a Profile page, which is not in the navigation list above:
- On a computer: the company card at the top of the sidebar opens a small menu. The block at the top of that menu — the client’s name and the address they sign in with — is the link to Profile. Below it sit Switch Company and Logout.
- On a phone: the sidebar becomes a drawer, and that menu is not in it. A quiet Profile link sits at the foot of the drawer, just above the red Logout pill.
What the page does is covered in 29.12.
When one client has more than one account
One email address can be attached to more than one of your client records — a homeowner who also manages an HOA, or a landlord with properties billed separately. That is supported, and the portal shows all of them:
- An account picker, captioned Account, sits at the foot of the navigation, opening upward, and lists every record that email can reach in your company. A record whose access is limited is marked — · Disabled or · No access. A client with a single record never sees the picker on desktop.
- Picking an account takes them back to Home, because each record can have its own settings for what that client may see.
- Accounts are labelled by display name, falling back to first and last name, company name, then email address — so give your client records sensible display names or the picker reads as a list of email addresses.
- On a phone the same block appears even for a single account, as a card showing who is signed in, next to the log-out control.
Note: The picker only covers records inside your company. A client who is also a customer of another PSS company reaches that company’s portal at its own web address; the two portals are separate sites with separate settings, and switching between them re-signs them in behind the scenes rather than merging the two accounts.