Overview

Client portal is a self-service portal which serves as a repository on one hand and allows you to perform various actions related to your role as a Client manager. The portal helps you access the data related to your business transactions with the associated Vendor and also to perform various activities such as Approving Timesheets, Creating Task Orders, Staffing requests, track Candidate submissions towards staffing requests etc

<aside> 💡 Dashboard, modules and menu options are customizable and can be configured to suit your organizational needs.

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<aside> 💡 It is possible to create multiple roles (eg: Customer Account Administrator, Agency Manager, Project Manager etc), each associated with corresponding dashboard, menu and module. You can then assign appropriate role to your users depending on their role.

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The product scope of Client portal is discussed in the following sections which gives you an insight into the range of actions that you can perform with the various modules in the portal.

Login

You need Login credentials to access your Client Portal. Contact your Vendor for user credentials.

<aside> 💡 Refer to [Login Instructions](<https://conrep.notion.site/Login-Instructions-f2c2542c7d414e1883ad0264252e4a67>) section, if you need help with logging into the portal.

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The modules in Client Portal and the tabs within them are customizable and can be configured to suit your organizational needs. Only your Vendor has the access to enable such configurations.

Scope / Menu Navigation

The scope explains the various modules of the Client Portal and the functionalities offered by each one of them. You might not able to see some of the below options depending on the configuration set by your vendor.

<provide client portal dashboard here >

<aside> 💡 Information displayed on the dashboard and available menu options are as per the settings configured by your Vendor according to your organizational requirements.

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Home

The dashboard is what you see as soon as you log in to the Client portal. Some of the functionalities offered in the dashboard include:

• Provides a bird’s eye view of the various modules existing in your Client portal.
• Provides Vendor Contacts, that is, contact information of different departments within your Vendor organization.
• Important Key Figures/Facts and Alerts
• Charts, Graphs & Reports
• Informs you about your pending actions in the form of alert messages.