Clients & projects
Client portal
The client portal is a separate surface for a client company's manager. There they see their workers, approve hour reports, and submit employment requests, within a scope limited to their assigned projects.
Logging in
The manager logs in with a password or a magic link (a one-time link sent by email). On first access they set their own password.
Portal tabs
| Tab | What it's for |
|---|---|
| Dashboard | Statistics and reports awaiting approval. |
| Workers | Workers assigned to the client's projects. |
| Hours | Approve or reject an hour report with a reason. |
| Hire | Submit a request to employ a new worker. |
Approving hours
In the Hours tab the manager approves or rejects a report. When rejecting, they give a reason. The decision can be changed until the employer confirms it, once the employer confirms, the report is closed.
Employment requests
From the Hire tab the manager submits an employment request for a new worker. The request goes to the employer for verification.
Related: Employment requests · Projects and assignments · Clients and client groups