The client portal

Each client gets a portal their staff sign into, on your branding and optionally on your own domain.

What clients can do

• Raise a ticket, and see the ones they have raised. Knowledge-base articles are offered as they type, which deflects the questions that have written answers.
• See and pay invoices.
• Accept quotes.
• See their devices and the health of them.
• Read the knowledge base you have shared with them.
• See a status page for their services.

Branding

The portal takes your organisation's colours and logo. A custom domain can be attached, so clients never see an Atlas URL.

Documents that go to clients (quotes, invoices, contracts, certificates) are rendered on your letterhead at the time they are viewed, so a document signed before you uploaded a logo still prints on the letterhead you have today.

Access

Portal users are contacts on the client record. Access is per contact, and can be revoked without touching the rest of the client's data. A contact who leaves loses access immediately.