Your engagement, in one place
Portal access is set up for you at the start of an engagement and is issued by your project contact. It holds project status, documents, invoices and support requests.
Access is granted per engagement rather than by public sign-up. Your project contact issues credentials and sets the role-based permissions agreed in your scope of work.
What the portal gives you.
Project status
Current stage, agreed scope and what is awaiting a decision from either side.
Documents
Workflow maps, configuration summaries, test results and operating guides in one place.
Meetings and actions
Session notes and the action items agreed with named owners.
Invoices and receipts
Copies of issued invoices and payment records for the engagement.
Support requests
Raising and tracking support items against an active support agreement.
User access
Role-based access so people see only what their role requires.
How project materials reach you
- Your project contact sends workflow maps, configuration summaries and test results directly by email.
- Invoices and receipts are issued by email from the address stated in your engagement documents.
- Support items during an active support agreement are raised with your named contact.
- Sensitive material is only exchanged through the channels agreed in the written scope.