Onboarding Clients
Give clients a smooth experience in the client portal for deliverables and invoices.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Your clients |
| Estimated time | 15–20 min |
| Prerequisites | Users invited with roles |
| Portal areas used | Client portal |
| AI used | None (client-facing) |
#Purpose
Help clients use the portal to review deliverables and pay invoices with confidence.
#Business outcome
Clients approve deliverables and pay invoices in the portal, with a clean record.
#Recommended reading order
#Success checklist
You're on track when
- Clients can access the portal
- Clients approve deliverables there
- Clients can view and pay invoices
#Common mistakes
- Sharing work outside the portal
- Not introducing the portal at kickoff
#Best practices
- Introduce the portal at onboarding
- Keep deliverables and invoices in the portal
#Related documentation
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
Was this page helpful?