Client Portal

Overview

Assistance HQ helps your clients self service without the backwards and forwards emails using the client portal to share dashboards.

  1. Login to your AssistanceHQ dashboard.
  2. Navigate to your clients profile
  3. Click to send a welcome invite to their client portal or create a sharelink.
  4. The clients link will then open portal where they will be able to access your portal links and enabled features.

client portal

The portal can be configured with your custom links as well as enabling features as required.

client portal features

  •     Invoices
  • On Boarding