Features and Tabs
- Onboarding — Guiding Clients Through Their First Steps
- Docs — Adding Portal-Specific Client Documents
- Guides — Creating and Assigning Global Support Docs
- People Tab — Managing Portal Members
- Tools & Links Tab — Building a Client Resource Board
- Managing Deliverable Revisions
- Deliverables — Sending Work for Client Approval
- File Approval Workflow
- Files Tab — Uploading and Managing Client Files
- Calendar View — Visualizing Task Due Dates
- Using the Kanban Board View for Tasks
- Task Manager — Creating and Managing Tasks
- Message Board — Topic-Based Team Discussions
- Discussion Tab — Private Messaging with Clients
