Client Portal Reviews is a website that provides reviews and ratings of various client portals, such as Gmail, Trello, Asana and Confluence. In order to provide accurate and unbiased reviews, it's important for the site's reviewers to be able to login to the client portals in question. To make this process as easy as possible, Client Portal Reviews has developed a tutorial on how to login using their own portal.
How to login to your Client Portal
To login to your Client Portal, follow these steps:
1. Sign in to your account at clientportal.com.
2. Click the domain name of the company you want to access your Client Portal from (in this example, it’s “example-company.com”).
3. Enter your user name and password. If you have registered for a account with them, you will be prompted to enter your e-mail address as well. If you have not registered for an account, you will be prompted to enter your company name and contact information. Once you have logged in, the Client Portal will open in a new window.
What you will see when you login
When you login to your Client Portal, you will see a home page that looks like this:
The first thing you will want to do is click on the "Accounts" tab. This is where you can manage your account and view your account information.
The "Accounts" tab has the following sections:
1. Account Overview - This is where you can see a basic overview of your account, such as how many contacts you have, how much data you have access to, and how much storage space you have.
2. My Contacts - This is where you can manage all of your contacts in one place. You can add, remove, or edit contacts here. You can also view contact details, including email addresses and phone numbers.
3. My Data - This is where you can manage all of the data in your account. You can view and export your data in various formats, delete data, and more.
4. My Storage - This is where you can view your current storage usage for your account. You can also upgrade or downgrade your account storage space here.
How to update your account information
If you have an active subscription, please login below to access your account information. If you are not currently subscribed, please click here to learn more about their client portal services and how to subscribe today.
To renew your subscription, please login below. If you have not renewed your subscription within the past 6 months, your account will expire on 11/30/2018. After your account has expired, you will no longer be able to login or use any of their services. Please contact them at [email protected] for more information.
Thank you for using Client Portal!
How to view your invoices and payments
If you have recently set up a Client Portal account, you can view your invoices and payments by logging in. To log in, follow these steps:
1. Click the "Login" link on the main menu.
2. Enter your email address and password.
3. Click the "Log In" button.
4. View your invoices and payments by clicking the "Invoices" and "Payments" links on the left side of the page.
How to cancel or change your subscription
Client Portal Reviews how to login. If you have any problems logging in, check out their how-to guide below. You can also cancel or change your subscription at any time by clicking on the link in the footer of every page.
How to report a problem with the Client Portal
If you experience a problem with the Client Portal, here is how to report it:
1. Click on the "Report a problem" link on the main menu of the Client Portal.
2. Enter your login information and click on "Submit."
3. If you are having difficulty logging in, please provide as much detailed information as possible about what is happening when you try to log in, including your computer's IP address and browser type.
Conclusion
Hi there! If you're looking for a review of how to login to Client Portal, you've come to the right place. In this article, I'll be going over everything from the basics of what Client Portal is and what it can do for your business, to step-by-step instructions on how to log in and get started. So whether you're just getting started or are looking for an refresher course, be sure to read on!