This page describes the experience from the client’s perspective. Share this with your team so everyone understands what clients see when they interact with the portal.
Accessing the Portal
Clients receive an email invitation with a secure link to their portal. Access uses a two-step verification process:- The client clicks their unique invite link
- They’re prompted to verify their email address — a magic link is sent to the email on file
- After clicking the magic link, a 24-hour session is created (automatically refreshed while active)
- They land on their portal homepage showing progress and pending tasks
The email verification step ensures that only the intended recipient can access the portal, even if the invite link is forwarded. Verification codes expire after 30 minutes, and clients can request up to 5 codes per session.
Portal Layout
The client portal has four main sections, accessible via tabs:Your Tasks
Shows all tasks assigned to the client, organized by phase. Each task displays:- Task title and description
- Evidence type badge (what action is needed)
- Status indicator (pending, in progress, completed, blocked)
- Due date (if set)
Our Progress
A full timeline view showing both MSP and client tasks across all phases. This gives clients transparency into the overall onboarding progress, including what your team is working on.Documents
A dedicated section for file uploads. Shows all requested documents with their current status:- Requested — Waiting for upload
- Uploaded — Submitted, awaiting review
- Approved — Reviewed and accepted
- Rejected — Needs to be re-uploaded (with reviewer notes)
Approvals
Formal approve/reject decisions. Each approval item shows:- Description of what needs to be decided
- Optional supporting document to review
- Approve or reject buttons with optional comments
Completing Tasks
Each task type has a specific interaction in the client portal:Standard Tasks
Click Mark Complete to finish the task. Optionally add notes or evidence text.Meeting Tasks
Once your MSP schedules a meeting:- The meeting date, time, and duration are displayed
- A Join Meeting link appears (if a meeting URL was provided)
- A Download Calendar Invite button lets clients add it to their calendar
Document Upload Tasks
Click the upload area or drag and drop files. Uploaded documents enter the review queue where your MSP team approves or rejects them.Signature Tasks
- Review any attached document (if provided)
- Draw your signature on the signature pad
- Click Submit Signature
Credential Handoff
- Single Mode
- Bulk Mode
Fill in the credential fields:
- Username
- Password (with show/hide toggle)
- API Key (if applicable)
- Notes
Submitted credentials are encrypted. Once submitted, they cannot be viewed by the client — only the MSP team can reveal them.
Secure File Drop
Upload sensitive files that the MSP team can download securely. Files include time-based expiration tracking. Clients can delete submitted files before they’re downloaded.Training Tasks
- Video Training
- In-Person Training
Watch the embedded video (YouTube, Vimeo, or Loom) directly in the portal. Mark the task complete when finished.
Survey / Form Tasks
Complete the embedded survey or form directly in the portal. Question types include short text, long text, single select, multiple select, and rating scales.Checklist Tasks
Check off individual items in the checklist. Both the client and MSP staff can check items. The task shows overall checklist progress.Approval Tasks
Review the description and any attached documents, then click Approve or Reject. Optionally add comments explaining your decision.Asking Questions
Clients can ask questions to your MSP team at any time by clicking the Ask a Question button. Questions are:- Delivered to your team via email notification
- Recorded in the portal’s activity feed
- Visible to your team in the onboarding admin view
Task Comments
Clients can participate in discussion threads on individual tasks. Comments are visible to both the client and MSP team, enabling back-and-forth communication without leaving the portal.Progress Tracking
The portal header shows an overall progress bar indicating what percentage of tasks are complete. The Our Progress tab provides a phase-by-phase timeline showing:- Phase names and status (pending, in progress, completed)
- Visual indicators for the current phase
- Completed phases with checkmarks
Portal Branding
The client portal can be customized with your MSP’s branding:- Logo — Your company logo displayed in the portal header
- Accent Color — Applied to buttons, progress bars, and interactive elements
- Welcome Message — Custom text displayed on the portal landing page
- Company Display Name — How your MSP name appears to the client
Security
The client portal uses several security measures:| Feature | Description |
|---|---|
| Token-based access | Each contact gets a unique, hashed access token |
| Email verification | Contacts must verify their email via magic link before accessing the portal |
| 24-hour sessions | Sessions expire after 24 hours with automatic sliding renewal |
| No account required | Clients don’t need to create an account or remember a password |
| Credential encryption | Submitted credentials are securely stored |
| Signature verification | Digital signatures include content hash, IP address, and timestamp |
| File expiration | Secure file drops include time-based access expiration |
| Access tracking | Every portal access is logged with timestamp and IP |
| Revocable access | MSP admins can revoke a contact’s access instantly |