Client Portal Overview
Summary
The client portal allows you to access various features related to your work with the agency, including work recaps, individual shifts, and finance details. After logging in with provided credentials, you can view and customize your dashboard with relevant widgets. You can generate reports from recaps, track shift statuses, and access related photos and invoices. The portal also offers payment options for invoices and allows profile updates, including contact details and passwords. Additionally, you can use a calendar and search function to find specific shift or invoice information, and the CRM section lets you review your company’s details and contacts.
Transcript
- 00:00
And interact with your agency. The agency will provide you either through an email or other means the credentials to log into their client portal. It will be branded to their logo and colours, but you’ll enter your email and password that they provide you and click login. You can always hit forgot password if you don’t know it. Once you’re logged into the system, you’ll see a dashboard of a variety of widgets defined by the agency. You can change these widgets, add, subtract the widgets that relate specifically to you and the work you’re doing with that agency. Depending on the agency that you’re working with, you may see different options along the top. In this video, we’re going to focus on work and finance. You can click on the work recaps tab and that will take you to all the recaps that the agency has completed for you and approved.
- 00:48
And what you’re able to do is click on like named recaps and do a generate report. And what that’s going to do is that’s going to take those five recaps, give you a summary report cumulatively looking at those five, give you graphical data for those five, and then list each of those five below with your individual details, answers, photos, what have you, and then you can export to PDF and CSV as you need for whatever ROI reporting you might need to do. The shift section is where you can see the individual shifts that you have working with that agency. You can click into any one of those shifts and see where the agency is in the status of it. You’ll be able to see the talent who are involved in this particular shift when they’ve checked in. If they’ve checked out. You’ll be able to look at the individual recap rather than the group recaps as we did a moment ago.
- 01:41
And then you’ll be able to see any of the photos that are made available and you can click and print those or download those you see fit. There’s more information on this screen. As you can see, you can go directly to the invoice related to this shift if you needed to export to CSV or PDF to give that to your accounts payable department. Alternatively, if you did go to the finance invoice section, you could click the checkbox to the left of any invoice and choose the payment option. And this will allow you to pay for this invoice through the Senegal platform with your credit card. Credit card fees may apply depending on your agency. You can click the icon over here to view profile and make any changes to your profile, your contact information, your photo, et cetera, as well as reset your password. You can use this calendar to find information about the shifts or invoices or jobs. And in this case we have shifts turned on and you’ll be able to see if you have any shifts in that area and you can click and see the details of that.
- 02:47
There’s a site search, so you can find the exact recap or record that you’re looking for and it’ll pull together some information and you’ll be able to go find that. The CRM piece is going to show you your company information and all the contacts in your company so you can see here’s your company information. You can determine if any of that is correct and you can see what other company’s contacts within your company are working and you’ll be able to see that data as well. That’s a quick overview of how you can access the information you need in the client portal for your agency.