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The client onboarding portal is the workspace your IT provider shares for one onboarding. Company contacts use it to complete assigned work, send information, review requests, and follow progress. MSP staff can use this page to understand and explain what clients see.
Company contacts follow the task guides below. MSP staff create templates, set up access, and manage submissions in the MSP guides.
Client onboarding portal with overall progress, your items and our team counts, phase progress, and a Needs your attention list

The client portal overview. This is an MSP preview, so nothing entered here is saved.

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Find the right guide

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How clients get in

Clients open the portal from an emailed invitation, with no account or password.
1

Open the invitation link

Each contact has their own link. Links should not be shared between people.
2

Verify the email address

The portal asks the client to confirm the invited email address and emails a verification link. The link expires after 30 minutes. A client can request up to 5 verification emails.
3

Continue to the portal

The client selects Continue to Portal. A session starts and lasts 30 days.
Invitation links expire after 30 days. MSP staff can send, replace, or revoke a link under Team & Contacts. See Managing Portals. A portal that is still a draft shows Portal Not Started until you start it.

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What appears in the portal

Your provider chooses the visible phases, tasks, documents, approvals, and pages. The role assigned to a contact can change what that contact sees, so another contact may see a different set. The header shows the company, portal name, and who is signed in. It also has a language switcher, a light and dark theme switch, and Ask a Question. Below it, the overview shows overall progress as a ring, counts for Your items and Our team, Overdue items, progress through each phase, and up to three key dates. Needs your attention lists what is waiting on the client. When nothing is, it shows You are caught up. The page then has these sections, also shown in a side menu.
  • Pages are read-only reference articles. Reading a page does not sign off a task.
  • Your Tasks holds work assigned to the client, grouped by phase.
  • Documents holds upload requests and reference material. Submitting a file and getting approval are separate events.
  • Approvals asks the client for a decision. Items already decided show their result.
  • Our Progress shows the provider’s own work that you chose to make visible.
Depending on the portal’s Client task editing setting, an item opens in a pop-up or expands in place. A Blocked item names the prerequisites that must be done first.

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What saves and when

A client should wait for the result on the item before leaving. If the result is unclear, check the item’s status before repeating the action.

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Questions and progress

Clients use Ask a Question for a general question, and the comment thread on a task for task-specific discussion. Sending a comment does not submit a form or complete the task. Your internal notes never show to clients. Finishing all visible work does not finish the onboarding. Other contacts, provider tasks, reviews, and dependencies may still be open. A completed portal is read-only.

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Security

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Preview as a client

MSP staff with onboarding write access can use View as in the page header to see a contact’s or role’s view. A preview does not save anything and does not prove a real client can sign in. See Managing Portals.

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Frequently asked questions

No. The MSP manages onboarding contacts and their access. Ask your provider to add a contact or change access.
No. Each contact needs their own invitation. Forwarding a link does not change whose it is.
Your provider controls visibility and contact roles. Ask them to check the missing item and your contact’s role.
No. Complete the items assigned to you. The provider handles its own work, shown under Our Progress.
No. Preview entries are not saved and do not prove a contact has opened the portal.
A completed portal stays readable and turns off submissions. Contact your provider if more action is needed.

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MSP setup guides