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  1. PSS Help Center
  2. Client Portal
  3. Client Portal (Admin)

Client Portal (Admin)

  • What the Client Portal Is
  • What Your Clients Can Do in the Portal
  • Pricing — the Client Portal Add-On
  • Before You Buy — the Client Portal Settings Page
  • Enabling the Client Portal Module
  • The Settings Page After Enabling
  • Choosing Your Portal URL
  • General — What Clients Can See
  • Home Page — Designing the Welcome Screen
  • Portal Access — Inviting Clients
  • Client Welcome — the Invitation Messages
  • Answering Work Requests
  • What Comes Next
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