Overview
your client portal account is a core part of Getting Started. In this article we walk through how it works, what good looks like, and the practical steps we recommend before you raise a ticket or pick up the phone.
Your client portal account - Key Points
- Clear ownership - we agree who does what, so nothing falls between teams.
- Measured outcomes and regular reviews, so progress is visible.
- Documented decisions that do not depend on anyone's memory.
Best Practices
Treat every review as a chance to improve. Regular check-ins between your team and ours surface problems early and keep the service aligned with your business.
How We Help
If you would like help with your client portal account, raise a ticket in your client portal and our engineers will take it from there.
