Overview
Getting the most from Getting Started means understanding how your client portal account fits into the bigger picture. This guide covers what your client portal account involves, what you should expect from us, and the choices that matter for your business.
Your client portal account - Key Points
- A single accountable point of contact for your client portal account.
- Clear ownership - we agree who does what, so nothing falls between teams.
- A defined escalation path, so issues are raised and fixed before they grow.
Best Practices
Standardise where you can, automate what repeats, and review on a regular cycle. Small, consistent improvements compound quickly and keep risk low.
How We Help
For urgent questions about your client portal account, call our emergency line or open a ticket - we will guide you through the next steps.
