Client Portal

Jumppl's Client Portal allows you to easily add external team members, such as clients, customers, and freelancers, to your projects. This powerful tool streamlines collaboration and helps you share resources with external clients efficiently and effectively.

By using the Client Portal, you can securely work with external team members, share files, communicate, and collaborate in a centralized platform. The Portal is accessible via a unique link, which you can share with your external team members, allowing them to access the resources they need and stay up-to-date on the status of your projects.

With Jumppl's Client Portal, you can bring your external team members into your workflow and improve collaboration, while also maintaining the security and privacy of your data.

When you click on the Client Portal module, you will see a screen that displays your existing clients who are included in your Portal. Clicking on a client's name allows you to view their profile information, as shown on the screen.

If you want to view a specific client's Portal, simply click on their Client Portal, which will take you directly to their profile. From here, you can view important information about the client, such as their contact information, projects they are involved in, and any files or documents associated with their account.

To add a new Client Portal, simply click on the "Add Client Portal" button, which will prompt you to enter the client's information and create a new Portal for them. This makes it easy to add new clients to your workflow and ensures that they have access to the resources and information they need to be successful.

When you click on the "Information" sub-menu button in the Client Portal module, a new screen will appear that displays several fields pertaining to the client. These fields include the portal name, invitation link, and a list of Portal Members for the client.

To add a new client, simply fill in the necessary fields with the client's information and click the "Next" button to complete the process. The fields may include the client's name, email address, and any other relevant contact information.

Once you have added a new client, they will be added to your Portal and will have access to the resources and information that you have made available to them. This makes it easy to manage your clients and ensure that they have the information and resources they need to be successful.

If you click on the "Module" button in the Client Portal, a new screen will appear that displays all the modules available for that particular client. These modules may include features such as project management tools, file sharing capabilities, and communication channels for easy collaboration.

From this screen, you can select the modules that are most relevant to the client and enable them for their use. This makes it easy to customize each client's experience and provide them with the tools they need to be successful in their work.

Overall, the Module screen is an important tool for managing your clients and ensuring that they have access to the resources and information they need to be successful in their work.

By clicking on the third button in the Client Portal module, the "IFrame Modules" screen will appear, which allows you to create separate tabs for each iframe in the client portal. This feature is particularly useful for hosting external dashboards, such as Google Docs or Google Analytics, or embedding other elements directly into the Client Portal.

With this functionality, you can provide your clients with access to a wide range of resources and tools, all within a single, easy-to-use platform. This helps to streamline communication and collaboration between you and your clients, and makes it easier for everyone to stay on the same page and work towards common goals.

Overall, the IFrame Modules feature is a valuable tool for businesses that want to provide their clients with a seamless, integrated experience that allows them to access all the resources they need in one place.

Jumppl's Client Portal allows your clients to create new Job Requests, which are collections of information that can be accessed through digital gateways. We understand the importance of keeping your clients' private information secure, which is why we offer a safe and reliable platform for them to access, view, and download the information they need.

To create a new Job Request, clients simply need to fill in the required fields and click the "Create" button. This will generate a Job Request that they can easily search, access, and view at a later stage, whenever they need to.

With the help of the Client Portal and Job Request features, you can streamline communication and collaboration with your clients, making it easier to share information and work towards common goals. This not only helps to improve the overall client experience, but also helps to enhance the efficiency and productivity of your business.