CLIENT PORTAL

IT Company Client Portal - High Contrast Light Mode
● Client Portal — V1.0 Now Live

Your IT Company,
At Your Fingertips.

A powerful, beautifully designed client portal that puts invoices, support tickets, tasks, and projects — all in one seamless, always-accessible place. Built for your business. Ready today.

12+

Core Modules

50+

Features

99.9%

Uptime SLA

3

User Roles

Everything your clients need – in one place.

12 purpose-built modules work together seamlessly to give your clients full visibility and control over their account.

🔒

Authentication & Users

2FA, RBAC, multi-user company accounts, SSO, session management, and granular permission control per role.

2FA SSO RBAC
📊

Dashboard & Analytics

Personalised KPI cards, real-time activity feed, trend charts, quick-action shortcuts, and deadline widgets.

Live Data Charts
💰

Invoice & Billing

Full invoice lifecycle — view, download PDF, online payment via Stripe or PayPal, dispute flagging, and auto-reminders.

Stripe PayPal PDF Export
🎫

Support Ticket System

Multi-status workflow, SLA countdown timers, threaded comments, file attachments, CSAT surveys, and auto-escalation.

SLA Timers CSAT
📋

Task Management

Task lists with progress bars, subtasks, optional Kanban board view, file attachments, comments, and overdue alerts.

Kanban Subtasks
📁

Project Management

Project timelines, milestone tracker, Gantt view, On Track / At Risk / Delayed health indicators, and weekly updates.

Gantt Milestones
💬

Messaging & Comms

Direct client–agent messaging, read receipts, broadcast announcements, service status page, and branded email templates.

Real-time Broadcasts
📄

Document Management

Organised file library with version history, in-browser PDF/image preview, download audit tracking, and e-signature support.

Versioned E-Sign

Support ticket lifecycle – start to close.

From the moment a client raises an issue to confirmed resolution — every step is transparent, tracked, and measurable.

Ticket Status Pipeline
Client — Raising a Ticket
Start — Log in to the portal
Click + New Ticket
Fill form: Subject • Category • Priority • Description
Supporting files to attach?
Yes → Attach files
No → Skip
Click Submit Ticket
Ticket ID generated • Confirmation email sent
IT Agent — Resolving a Ticket
Alert received — Ticket assigned
Review details & set status: In Progress
Issue resolved internally?
Yes → Mark Resolved
No → Escalate / Hold
Client receives resolution email & CSAT survey
Client confirms the fix?
Yes → Ticket Closed
No → Reopened
Complete — CSAT logged • Audit trail saved

Three roles. One seamless system.

Granular role-based access ensures every user sees exactly what they need — and nothing more.

👑

Super Admin

Full system control — manages all clients, agents, billing configurations, integrations, and portal settings.

  • All modules & system settings
  • Client account management
  • Audit log & GDPR tools
  • Integrations & API keys
🛠

IT Agent / Staff

Handles assigned tickets and tasks. Communicates with clients and keeps project status up to date.

  • Manage tickets & tasks
  • Client direct messaging
  • Document sharing
  • ✕ System settings & admin
🏢

Client User

Self-service access to own account — invoices, tickets, tasks, projects, documents, and direct messaging.

  • View & raise tickets
  • View & pay invoices
  • Track tasks & projects
  • ✕ Other clients' data

Key features at a glance.

A curated selection of the most impactful features across the platform, with access level and delivery priority.

Module Feature Admin Agent Client Priority
Tickets Multi-status ticket workflow (Open → Closed) High
Tickets SLA countdown timer & auto-escalation High
Tickets CSAT satisfaction survey on ticket close Medium
Invoices Online payment integration (Stripe / PayPal) High
Invoices Branded PDF invoice download High

Connects with tools you already use.

The portal plugs seamlessly into your existing tech stack — no duplicate data entry, no switching between apps.

Slack

Team alerts

Jira

Task sync

Stripe

Payments

PayPal

Payments

QuickBooks

Accounting

Xero

Accounting

Zapier

Automation

REST API

Custom builds

Let's Collaborate

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