The Client Project Portal is a secure online space that allows you and your project team to share files, collaborate on documents, and track project progress. In this article, we'll show you how to log in to the portal so that you can start using it for your next project.
How to login to the Client Project Portal
If you're a client of ours, chances are you've been given access to their Client Project Portal. This is a great way for you to check in on the progress of your project, as well as communicate directly with your project manager. But if you're not sure how to login, don't worry - we've got you covered.
To login to the Client Project Portal, simply go to their website and click on the "Login" link in the top right-hand corner. From there, you'll be prompted to enter your username and password. If you don't have a username and password, or if you're having trouble logging in, please contact your project manager.
Once you're logged in, you'll be able to see all of the latest updates on your project, as well as leave comments or questions for your project manager. So go ahead and login today - we can't wait to hear from you!
How to find your project
Assuming you're a client looking for your project on the Client Project Portal, there are a few ways you can find your project.
If you know the name or number of your project, you can use the search bar in the top right-hand corner of the page to search for it.
Alternatively, if you click on the 'Projects' tab, you'll be taken to a page where all of the projects are listed alphabetically. From here, you can browse through until you find your project.
Once you've found your project, click on it and you'll be taken to the project page. Here, you can see all of the details about your project as well as any updates that have been made.
How to update your project
How to add team members
Assuming you're the project manager, you can add team members to your project in the Client Project Portal by doing the following:
1. Login to the Client Project Portal.
2. Click on the "My Projects" tab.
3. Select the project you want to add team members to from the list of projects.
4. Click on the "Team Members" tab.
5. Click on the "Add Team Member" button.
6. Enter the name and email address of the team member you want to add in the fields provided.
7. Select the role of the team member from the drop-down menu (e.g., developer, tester, etc.).
8. Click on the "Add Team Member" button to save your changes.
How to delete your project
If you need to delete your project for any reason, follow the steps below. Note that once a project is deleted, it cannot be recovered.
1. Log in to the Client Project Portal.
2. Click on the Projects tab.
3. Hover over the project you want to delete and click the X icon that appears.
4. Confirm that you want to delete the project by clicking OK in the pop-up window.
Conclusion
To login to the Client Project Portal, you will need your email address and password. Once you have entered your credentials, click on the "Login" button and you will be taken to your account dashboard. From here, you can view all of your project details, update your personal information, and more. If you have any trouble logging in or using the portal, please contact their support team for assistance.