Sign in to view and update the client services assigned to you.
Enter your staff email address to request a one-time reset link.
Choose a password with at least 12 characters.
Manage assigned services, milestones, client messages, and documents.
Select a client service to view its details.
| Client | Service | Status | Follow-up Date |
|---|
Your administrator can assign client services to you from the admin workspace.
Comments posted here are visible to this client in their portal.
Select a service to send the client a signup email.
Set a date for each assigned service. Due reminders clear when you move or remove the follow-up date.
No assigned service follow-ups yet.
Updates from clients assigned to you.
No client activity notifications.
Payments for services assigned to you, including custom online payment links. Only administrators can approve offline payments.
No payment records for assigned services.
Choose a client, enter a custom amount, and email a secure checkout link.
Select an assigned client service to view or manage its login details.
Only the selected client can view these credentials in their portal.
Select an assigned service in the Client workspace to compose an email.
Messages are sent using your workspace SMTP settings.
Recent email activity for the selected client.
Send a signup email for another available service to the selected client.
Only conversations with clients assigned to your services are shown.
Messages are shared with the workspace admin.
Free-form messages are available within WhatsApp’s 24-hour customer-service window. Approved templates may be required outside that window.