How your clients use the client portal (a guide you can share)
A plain-language guide for customers: signing in, projects, invoices, contracts, tickets, files and messages.
Send this page, or its steps, to a client when you give them portal access.
Sign in
Open the portal address your provider gave you, at /client on their GodoERP site, and sign in with the email and password you received. You can only see your own company's records. Which sections you see depends on what your provider switched on for you.
What you can do
- Dashboard: a summary of your work with the provider.
- Projects: open a project to see its status and progress. Post feedback on it.
- Messages: write to the project team and read their replies. Messages are in the project's Messages tab.
- Files: download the files they shared with you, and upload files for them.
- Contracts: read a contract, download the PDF, then Accept or Decline it.
- Invoices: view each invoice and download the PDF.
- Tickets: create a new request, read the answer, and reply. A ticket you raise reaches the support team.
- Notifications: see new activity, open it, or mark all as read.
- Passwords: if the project has a shared password area, you can add and reveal logins there. Keep them to what the project needs.
Need a reset?
Ask the person who invited you. They can reset your portal password or change what you can see.
Tip for providers: Tick visible to client on a file before they can download it, and keep internal notes in Notes, not messages.
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