cf3d7ef7e2
- Removed all Day X Exercise training activities - Removed training-focused language from foreword - Renamed from Client_Portal_Training_Guide to Client_Portal_Guide - Now serves as reference documentation, not training curriculum
754 lines
19 KiB
Markdown
754 lines
19 KiB
Markdown
# Client Portal Guide
|
|
|
|
**Version:** 1.0
|
|
**Last Updated:** January 2026
|
|
**Audience:** Customers and End Users
|
|
|
|
---
|
|
|
|
## Foreword
|
|
|
|
Welcome to your Client Portal Guide. This document will help you navigate our customer portal to manage support tickets, view invoices, track assets, and communicate with our team.
|
|
|
|
**What You'll Learn:**
|
|
- Navigate the portal dashboard
|
|
- Create and manage support tickets effectively
|
|
- View and pay invoices
|
|
- Access your technical documentation
|
|
- Manage contacts and profile settings
|
|
|
|
---
|
|
|
|
## Table of Contents
|
|
|
|
### Part I: Getting Started
|
|
1. [Accessing the Portal](#1-accessing-the-portal)
|
|
2. [Logging In](#2-logging-in)
|
|
3. [Password Reset](#3-password-reset)
|
|
4. [Dashboard Overview](#4-dashboard-overview)
|
|
|
|
### Part II: Support Tickets
|
|
5. [Creating a New Ticket](#5-creating-a-new-ticket)
|
|
6. [Viewing Your Tickets](#6-viewing-your-tickets)
|
|
7. [Ticket Details](#7-ticket-details)
|
|
8. [Replying to Tickets](#8-replying-to-tickets)
|
|
9. [Attachments and Screenshots](#9-attachments-and-screenshots)
|
|
10. [Ticket Priorities](#10-ticket-priorities)
|
|
11. [Email Notifications](#11-email-notifications)
|
|
|
|
### Part III: Invoices & Payments
|
|
12. [Viewing Invoices](#12-viewing-invoices)
|
|
13. [Invoice Details](#13-invoice-details)
|
|
14. [Making Payments](#14-making-payments)
|
|
15. [Recurring Invoices](#15-recurring-invoices)
|
|
16. [Setting Up Auto-Pay](#16-setting-up-auto-pay)
|
|
17. [Payment History](#17-payment-history)
|
|
|
|
### Part IV: Technical Information
|
|
18. [Your Assets](#18-your-assets)
|
|
19. [Company Documents](#19-company-documents)
|
|
20. [Domain Information](#20-domain-information)
|
|
21. [SSL Certificates](#21-ssl-certificates)
|
|
|
|
### Part V: Account Management
|
|
22. [Your Profile](#22-your-profile)
|
|
23. [Changing Your Password](#23-changing-your-password)
|
|
24. [Managing Contacts](#24-managing-contacts)
|
|
25. [Contact Permissions](#25-contact-permissions)
|
|
|
|
### Part VI: Tips & Best Practices
|
|
26. [Mobile Access](#26-mobile-access)
|
|
27. [Creating Effective Tickets](#27-creating-effective-tickets)
|
|
28. [Security Best Practices](#28-security-best-practices)
|
|
29. [Frequently Asked Questions](#29-frequently-asked-questions)
|
|
|
|
### Appendix
|
|
30. [Quick Reference Card](#30-quick-reference-card)
|
|
31. [Glossary](#31-glossary)
|
|
32. [Getting Help](#32-getting-help)
|
|
|
|
---
|
|
|
|
## Part I: Getting Started
|
|
|
|
### 1. Accessing the Portal
|
|
|
|
The client portal is accessible from any web browser on your computer, tablet, or smartphone.
|
|
|
|
**Portal URL:** Your IT provider will give you the specific portal address.
|
|
|
|
**Supported Browsers:**
|
|
- Google Chrome (recommended)
|
|
- Mozilla Firefox
|
|
- Microsoft Edge
|
|
- Safari
|
|
|
|
---
|
|
|
|
### 2. Logging In
|
|
|
|
1. Navigate to the portal URL
|
|
2. Enter your **Email Address**
|
|
3. Enter your **Password**
|
|
4. Click **Sign In**
|
|
|
|
**First-Time Login:**
|
|
- Your IT provider will send login credentials via email
|
|
- You may be prompted to change your password on first login
|
|
- Store your credentials securely (we recommend a password manager)
|
|
|
|
**Microsoft SSO:** If your organization uses Microsoft 365, you may see a "Sign in with Microsoft" option for single sign-on.
|
|
|
|
---
|
|
|
|
### 3. Password Reset
|
|
|
|
**From the Login Page:**
|
|
1. Click **Forgot Password?** below the sign-in button
|
|
2. Enter your registered email address
|
|
3. Click **Reset My Password**
|
|
4. Check your email for the reset link
|
|
5. Click the link and create a new password
|
|
|
|
**While Logged In:**
|
|
1. Click your **Name** in the top-right corner
|
|
2. Select **Account**
|
|
3. Scroll to the **Password** section
|
|
4. Enter your new password
|
|
5. Click **Save Password**
|
|
|
|
**Password Requirements:**
|
|
- Minimum 8 characters (recommended: 12+)
|
|
- Mix of uppercase, lowercase, numbers, and symbols
|
|
- Avoid dictionary words and personal information
|
|
|
|
---
|
|
|
|
### 4. Dashboard Overview
|
|
|
|
After logging in, your dashboard displays personalized information based on your contact permissions.
|
|
|
|
**Standard View (All Users):**
|
|
- **New Ticket** button - Quick access to create support requests
|
|
- **Your Assigned Assets** - Devices and equipment assigned to you
|
|
|
|
**Billing View (Billing Contacts):**
|
|
- **Account Balance** - Outstanding amount owed
|
|
- **Recurring Monthly** - Your monthly subscription total
|
|
|
|
**Technical View (Technical Contacts):**
|
|
- **Domains Expiring** - Domains requiring renewal soon
|
|
- **Certificates Expiring** - SSL certificates needing attention
|
|
- **Asset Warranties** - Equipment with expiring warranties
|
|
|
|
**Navigation Menu:**
|
|
| Menu Item | What It Shows |
|
|
|-----------|---------------|
|
|
| Home | Dashboard with summary cards |
|
|
| Tickets | Your support tickets |
|
|
| Finance | Invoices, Quotes, Auto-Pay |
|
|
| Technical | Contacts, Documents, Domains, Certificates, All Tickets |
|
|
| Your Name | Account settings and Sign Out |
|
|
|
|
---
|
|
|
|
## Part II: Support Tickets
|
|
|
|
### 5. Creating a New Ticket
|
|
|
|
Tickets are the primary way to request support, report issues, or ask questions.
|
|
|
|
**To Create a Ticket:**
|
|
1. Click the **New Ticket** button (blue button on dashboard)
|
|
2. Fill out the form:
|
|
|
|
| Field | Description | Required |
|
|
|-------|-------------|----------|
|
|
| Subject | Brief summary of your issue | Yes |
|
|
| Priority | Low, Medium, or High | Yes |
|
|
| Category | Type of issue (Hardware, Software, etc.) | No |
|
|
| Description | Detailed explanation | Yes |
|
|
| Attachments | Screenshots or files | No |
|
|
|
|
3. Click **Raise Ticket**
|
|
|
|
---
|
|
|
|
### 6. Viewing Your Tickets
|
|
|
|
**To View All Tickets:**
|
|
1. Click **Tickets** in the navigation menu
|
|
2. Browse your list of tickets
|
|
|
|
**Ticket List Shows:**
|
|
- Ticket number
|
|
- Subject line
|
|
- Current status
|
|
- Last update date
|
|
- Priority level
|
|
|
|
**Filtering Tickets:**
|
|
- Use the search box to find specific tickets
|
|
- Filter by status (Open, Closed, etc.)
|
|
|
|
---
|
|
|
|
### 7. Ticket Details
|
|
|
|
Click any ticket to view full details.
|
|
|
|
**Ticket View Includes:**
|
|
- Complete conversation history
|
|
- All replies (yours and technician's)
|
|
- File attachments
|
|
- Time tracking (if visible)
|
|
- Status and priority
|
|
- Assigned technician
|
|
|
|
**Status Meanings:**
|
|
| Status | Meaning |
|
|
|--------|---------|
|
|
| Open | Active and being worked on |
|
|
| In Progress | Technician is actively working |
|
|
| Waiting on Client | We need information from you |
|
|
| Waiting on Vendor | Waiting for third-party response |
|
|
| Closed | Resolved and completed |
|
|
|
|
---
|
|
|
|
### 8. Replying to Tickets
|
|
|
|
Keep all communication in the ticket for a complete record.
|
|
|
|
**To Reply:**
|
|
1. Open the ticket
|
|
2. Scroll to the reply box at the bottom
|
|
3. Type your message
|
|
4. Click **Reply**
|
|
|
|
**Tips:**
|
|
- Be specific and include relevant details
|
|
- Quote error messages exactly
|
|
- Mention any changes since your last message
|
|
- Respond promptly when asked questions
|
|
|
|
---
|
|
|
|
### 9. Attachments and Screenshots
|
|
|
|
Visual information helps technicians understand issues faster.
|
|
|
|
**To Attach Files:**
|
|
1. In a new ticket or reply, look for the attachment option
|
|
2. Click to upload or drag-and-drop files
|
|
3. Supported formats: Images, PDFs, documents
|
|
|
|
**Taking Screenshots:**
|
|
- **Windows:** Press `Windows + Shift + S` to snip
|
|
- **Mac:** Press `Cmd + Shift + 4` to select area
|
|
- **Mobile:** Power + Volume buttons (varies by device)
|
|
|
|
**What to Capture:**
|
|
- Error messages (exact text)
|
|
- Unexpected behavior
|
|
- Settings screens
|
|
- Before/after comparisons
|
|
|
|
---
|
|
|
|
### 10. Ticket Priorities
|
|
|
|
Set appropriate priority to help us respond correctly.
|
|
|
|
| Priority | Use When | Expected Response |
|
|
|----------|----------|-------------------|
|
|
| **High** | Business stopped, security risk, multiple users affected | 15-30 minutes |
|
|
| **Medium** | Major function impaired, workaround exists | Within 2 hours |
|
|
| **Low** | Minor issue, general question, single user | Same business day |
|
|
|
|
**Important:** Reserve High priority for genuine emergencies. Overusing it delays response to actual critical issues.
|
|
|
|
---
|
|
|
|
### 11. Email Notifications
|
|
|
|
Stay informed without logging in.
|
|
|
|
**You'll Receive Emails When:**
|
|
- A technician replies to your ticket
|
|
- Your ticket status changes
|
|
- A ticket is closed
|
|
|
|
**Replying by Email:**
|
|
- You can reply directly to notification emails
|
|
- Your reply is added to the ticket
|
|
- Keep your email address current
|
|
|
|
**Managing Notifications:**
|
|
- Notifications go to your registered email
|
|
- Check spam/junk if not receiving them
|
|
- Contact support if email address needs updating
|
|
|
|
---
|
|
|
|
## Part III: Invoices & Payments
|
|
|
|
### 12. Viewing Invoices
|
|
|
|
**Note:** Invoice access requires Billing Contact or Primary Contact permissions.
|
|
|
|
**To View Invoices:**
|
|
1. Click **Finance** in the navigation
|
|
2. Select **Invoices**
|
|
3. Browse the invoice list
|
|
|
|
**Invoice List Shows:**
|
|
- Invoice number
|
|
- Date issued
|
|
- Amount
|
|
- Status (Paid, Unpaid, Partial)
|
|
- Due date
|
|
|
|
---
|
|
|
|
### 13. Invoice Details
|
|
|
|
Click any invoice to see complete information.
|
|
|
|
**Invoice View Includes:**
|
|
- Company information
|
|
- Line items with descriptions
|
|
- Quantities and unit prices
|
|
- Subtotals and taxes
|
|
- Payment terms
|
|
- Outstanding balance
|
|
|
|
**Downloading Invoices:**
|
|
- Click **Download PDF** to save a copy
|
|
- Use for expense reports or records
|
|
- PDF includes all invoice details
|
|
|
|
---
|
|
|
|
### 14. Making Payments
|
|
|
|
Pay invoices directly through the portal (if online payments are enabled).
|
|
|
|
**To Pay an Invoice:**
|
|
1. Open the invoice
|
|
2. Click **Pay Now** or **Make Payment**
|
|
3. Enter payment details
|
|
4. Confirm the payment
|
|
|
|
**Payment Methods:**
|
|
- Credit/Debit Card (Visa, Mastercard, Amex)
|
|
- Payment processing is secure (PCI compliant)
|
|
|
|
**Payment Confirmation:**
|
|
- Receipt displayed on screen
|
|
- Confirmation email sent
|
|
- Invoice status updates automatically
|
|
|
|
---
|
|
|
|
### 15. Recurring Invoices
|
|
|
|
Regular subscriptions and services appear as recurring invoices.
|
|
|
|
**To View Recurring Invoices:**
|
|
1. Click **Finance**
|
|
2. Select **Recurring Invoices**
|
|
|
|
**Recurring Invoice Details:**
|
|
| Field | Meaning |
|
|
|-------|---------|
|
|
| Scope | What the charge covers |
|
|
| Amount | Regular payment amount |
|
|
| Next Bill Date | When the next invoice generates |
|
|
| Frequency | How often (Monthly, Yearly, etc.) |
|
|
| Auto Pay | Whether automatic payment is enabled |
|
|
|
|
---
|
|
|
|
### 16. Setting Up Auto-Pay
|
|
|
|
Never miss a payment with automatic billing.
|
|
|
|
**To Enable Auto-Pay:**
|
|
1. Click **Finance** > **Auto Payment**
|
|
2. Enter your card details:
|
|
- Email address
|
|
- Card number
|
|
- Expiration date
|
|
- Security code (CVV)
|
|
- Cardholder name
|
|
- Billing address
|
|
3. Click **Save Card**
|
|
|
|
**Managing Auto-Pay:**
|
|
- Toggle auto-pay on/off per recurring invoice
|
|
- Update card details anytime
|
|
- Remove saved cards from your account
|
|
|
|
**Security:**
|
|
- Card details are encrypted
|
|
- We never see your full card number
|
|
- Payments process through secure gateway
|
|
|
|
---
|
|
|
|
### 17. Payment History
|
|
|
|
Track all your payments in one place.
|
|
|
|
**Finding Payment History:**
|
|
- View paid invoices in the Invoices section
|
|
- Filter by "Paid" status
|
|
- Check individual invoices for payment dates
|
|
|
|
**Payment Records Show:**
|
|
- Payment date
|
|
- Amount paid
|
|
- Payment method
|
|
- Invoice applied to
|
|
|
|
---
|
|
|
|
## Part IV: Technical Information
|
|
|
|
### 18. Your Assets
|
|
|
|
View equipment and devices managed on your behalf.
|
|
|
|
**Note:** Asset access requires Technical Contact or Primary Contact permissions.
|
|
|
|
**To View Assets:**
|
|
1. Click **Technical**
|
|
2. Select your company's assets section
|
|
3. Browse the asset list
|
|
|
|
**Asset Information:**
|
|
- Device name and type
|
|
- Make and model
|
|
- Serial number
|
|
- Installation date
|
|
- Warranty expiration
|
|
- Assigned user
|
|
|
|
**Assigned Assets:**
|
|
Your personally assigned devices appear on the dashboard.
|
|
|
|
---
|
|
|
|
### 19. Company Documents
|
|
|
|
Access shared documentation and files.
|
|
|
|
**To View Documents:**
|
|
1. Click **Technical**
|
|
2. Select **Documents**
|
|
3. Browse or search for documents
|
|
|
|
**Common Document Types:**
|
|
- Network diagrams
|
|
- User guides
|
|
- Policies and procedures
|
|
- Configuration notes
|
|
- Training materials
|
|
|
|
**Downloading Documents:**
|
|
- Click on any document to view
|
|
- Download to your device if needed
|
|
|
|
---
|
|
|
|
### 20. Domain Information
|
|
|
|
Track your organization's internet domains.
|
|
|
|
**Note:** Domain access requires Technical Contact permissions.
|
|
|
|
**To View Domains:**
|
|
1. Click **Technical**
|
|
2. Select **Domains**
|
|
|
|
**Domain Details:**
|
|
- Domain name (e.g., yourcompany.com)
|
|
- Registrar
|
|
- Expiration date
|
|
- DNS information
|
|
|
|
**Expiration Alerts:**
|
|
- Domains expiring within 45 days appear on your dashboard
|
|
- Renew before expiration to avoid service interruption
|
|
|
|
---
|
|
|
|
### 21. SSL Certificates
|
|
|
|
Monitor security certificates for your websites.
|
|
|
|
**Note:** Certificate access requires Technical Contact permissions.
|
|
|
|
**To View Certificates:**
|
|
1. Click **Technical**
|
|
2. Select **Certificates**
|
|
|
|
**Certificate Details:**
|
|
- Certificate name
|
|
- FQDN (Fully Qualified Domain Name)
|
|
- Issuer (Let's Encrypt, DigiCert, etc.)
|
|
- Expiration date
|
|
|
|
**Why Certificates Matter:**
|
|
- Enable HTTPS (secure browsing)
|
|
- Expired certificates cause browser warnings
|
|
- May impact email and other services
|
|
|
|
---
|
|
|
|
## Part V: Account Management
|
|
|
|
### 22. Your Profile
|
|
|
|
Update your personal information and preferences.
|
|
|
|
**To Access Your Profile:**
|
|
1. Click your **Name** in the top-right corner
|
|
2. Select **Account**
|
|
|
|
**Editable Information:**
|
|
- Display name
|
|
- Phone numbers
|
|
- Email address (may require verification)
|
|
- Profile photo
|
|
|
|
---
|
|
|
|
### 23. Changing Your Password
|
|
|
|
Regularly update your password for security.
|
|
|
|
**To Change Password:**
|
|
1. Click your **Name** > **Account**
|
|
2. Scroll to **Password** section
|
|
3. Enter your new password
|
|
4. Click **Save Password**
|
|
|
|
**Password Tips:**
|
|
- Use a unique password for this portal
|
|
- Consider a password manager
|
|
- Change immediately if you suspect compromise
|
|
- Never share your password
|
|
|
|
---
|
|
|
|
### 24. Managing Contacts
|
|
|
|
Primary and Technical contacts can manage their organization's contacts.
|
|
|
|
**To View Contacts:**
|
|
1. Click **Technical**
|
|
2. Select **Contacts**
|
|
|
|
**Contact Information:**
|
|
- Name and title
|
|
- Department
|
|
- Phone and email
|
|
- Portal access status
|
|
- Assigned permissions
|
|
|
|
**Adding a Contact:**
|
|
1. Click **Add Contact**
|
|
2. Fill in required information
|
|
3. Set permissions (see next section)
|
|
4. Save the contact
|
|
|
|
---
|
|
|
|
### 25. Contact Permissions
|
|
|
|
Different contact types see different portal features.
|
|
|
|
**Contact Types:**
|
|
| Type | Portal Access |
|
|
|------|---------------|
|
|
| **Standard** | Tickets, own profile, assigned assets |
|
|
| **Billing** | + Invoices, payments, quotes, recurring invoices |
|
|
| **Technical** | + Assets, documents, domains, certificates, all tickets |
|
|
| **Primary** | Full access to all features |
|
|
|
|
**Important Notes:**
|
|
- Contacts can have multiple types (e.g., Billing AND Technical)
|
|
- Primary contacts have full visibility
|
|
- Only Primary/Technical contacts can manage other contacts
|
|
|
|
---
|
|
|
|
## Part VI: Tips & Best Practices
|
|
|
|
### 26. Mobile Access
|
|
|
|
The portal works on all modern smartphones and tablets.
|
|
|
|
**Mobile Features:**
|
|
- Full functionality (create tickets, view invoices, etc.)
|
|
- Responsive design adapts to screen size
|
|
- Camera integration for quick photo attachments
|
|
|
|
**Mobile Tips:**
|
|
- Bookmark the portal for quick access
|
|
- Use "Add to Home Screen" for app-like access
|
|
- Rotate to landscape for wider tables
|
|
|
|
---
|
|
|
|
### 27. Creating Effective Tickets
|
|
|
|
Help us help you faster with well-written tickets.
|
|
|
|
**Subject Line Tips:**
|
|
- Be specific: "Outlook won't open" vs "Email issue"
|
|
- Include location if relevant: "Printer on 2nd floor jammed"
|
|
- Mention user count: "All sales team cannot access CRM"
|
|
|
|
**Description Best Practices:**
|
|
- **What happened:** Describe the problem clearly
|
|
- **When it started:** Note the date/time
|
|
- **What you tried:** List troubleshooting steps taken
|
|
- **Error messages:** Copy exact text or screenshot
|
|
- **Impact:** How this affects your work
|
|
|
|
**Example Good Ticket:**
|
|
```
|
|
Subject: Cannot print to HP LaserJet in Conference Room B
|
|
|
|
Started this morning around 9 AM. Print jobs show as
|
|
sent but nothing prints. Other printers work fine.
|
|
Tried restarting my computer - no change.
|
|
Error shows "Printer offline" but the printer is on
|
|
and has paper. Need this for client meeting at 2 PM.
|
|
```
|
|
|
|
---
|
|
|
|
### 28. Security Best Practices
|
|
|
|
Protect your account and organization.
|
|
|
|
**Password Security:**
|
|
- Use unique, strong passwords
|
|
- Enable two-factor authentication if available
|
|
- Never share login credentials
|
|
- Log out on shared or public computers
|
|
|
|
**Email Security:**
|
|
- Verify sender before clicking links
|
|
- Official portal emails come from known addresses
|
|
- When in doubt, log in directly (don't click email links)
|
|
|
|
**Reporting Issues:**
|
|
- Report suspicious activity immediately
|
|
- Create a high-priority ticket for security concerns
|
|
- Never ignore warning signs
|
|
|
|
---
|
|
|
|
### 29. Frequently Asked Questions
|
|
|
|
**Q: Can I create tickets by email?**
|
|
A: Yes, email support@[yourprovider] and a ticket is created automatically.
|
|
|
|
**Q: Why can't I see invoices?**
|
|
A: Invoice access requires Billing or Primary contact permissions. Contact your administrator.
|
|
|
|
**Q: Can multiple people work on the same ticket?**
|
|
A: Yes, all contacts can view and reply to tickets (visibility depends on permissions).
|
|
|
|
**Q: How do I add someone to the portal?**
|
|
A: Primary or Technical contacts can add new contacts via Technical > Contacts > Add Contact.
|
|
|
|
**Q: What happens when a ticket is closed?**
|
|
A: Closed tickets remain visible for your records. You can request reopening if needed.
|
|
|
|
**Q: Is the portal accessible 24/7?**
|
|
A: Yes, the portal is always available. Support hours vary by provider.
|
|
|
|
**Q: How long are tickets kept?**
|
|
A: Tickets are retained indefinitely for your records and ours.
|
|
|
|
---
|
|
|
|
## Appendix
|
|
|
|
### 30. Quick Reference Card
|
|
|
|
**Common Actions:**
|
|
|
|
| Task | Navigation |
|
|
|------|------------|
|
|
| Create Ticket | Dashboard > New Ticket |
|
|
| View Tickets | Tickets (top menu) |
|
|
| View Invoices | Finance > Invoices |
|
|
| Pay Invoice | Finance > Invoices > [Select] > Pay Now |
|
|
| Set Up Auto-Pay | Finance > Auto Payment |
|
|
| View Assets | Technical > Assets |
|
|
| View Documents | Technical > Documents |
|
|
| Update Profile | [Your Name] > Account |
|
|
| Change Password | [Your Name] > Account > Password |
|
|
| Sign Out | [Your Name] > Sign Out |
|
|
|
|
**Keyboard Shortcuts:**
|
|
- `Tab` - Move between form fields
|
|
- `Enter` - Submit forms
|
|
- `Ctrl/Cmd + F` - Search on page
|
|
|
|
---
|
|
|
|
### 31. Glossary
|
|
|
|
| Term | Definition |
|
|
|------|------------|
|
|
| **Asset** | Hardware or equipment tracked in the system |
|
|
| **Auto-Pay** | Automatic payment from saved card |
|
|
| **Billing Contact** | User with access to financial information |
|
|
| **Certificate** | SSL/TLS security certificate for websites |
|
|
| **Domain** | Internet address (e.g., company.com) |
|
|
| **FQDN** | Fully Qualified Domain Name (complete address) |
|
|
| **Primary Contact** | Main contact with full portal access |
|
|
| **Recurring Invoice** | Automatically generated regular invoice |
|
|
| **Technical Contact** | User with access to technical information |
|
|
| **Ticket** | Support request or issue report |
|
|
|
|
---
|
|
|
|
### 32. Getting Help
|
|
|
|
**For Portal Issues:**
|
|
- Create a support ticket
|
|
- Call our help desk
|
|
- Email our support team
|
|
|
|
**For Training Questions:**
|
|
- Review this guide
|
|
- Ask your IT administrator
|
|
- Contact support for clarification
|
|
|
|
**For Account Problems:**
|
|
- Use "Forgot Password" for login issues
|
|
- Contact support if locked out
|
|
- Your administrator can reset access
|
|
|
|
---
|
|
|
|
## Sources & References
|
|
|
|
- [ITFlow Official Documentation](https://docs.itflow.org/)
|
|
- [ITFlow Contacts Guide](https://docs.itflow.org/contacts)
|
|
- ITFlow Client Portal (v25.12)
|
|
- [Welcome to your new Portal](Welcome_to_your_new_Portal.md)
|
|
- [Tickets and Ticketing](Tickets_and_Ticketing.md)
|
|
|
|
---
|
|
|
|
*This guide is designed for general ITFlow client portal usage. Your specific portal may have additional features or different configurations based on your IT provider's setup.*
|