Client Portal - Team Logic Help System

Client Portal

Clients can log in to the customer portal based on the email and password set in the "Clients" tab of team-logic. See the "Initial Setup" section for information on how to customize the client portal. Below are a list of features...........

  • View News added through your intranet
  • View Files uploaded through your intranet
  • View Links added through your intranet
  • View a calendar updated through your intranet
  • View Staff from your Team-Logic instance (Deactivated by Default)
  • View Organizations from your Team Logic instance (Deactivated by Default)
  • With the Pipeline CRM System Activated
    • Tickets
      • Add new tickets
      • View existing and closed tickets
      • View closed tickets
      • Add notes that will email the assigned staff member
      • Upload files
    • Projects
      • View current and past projects
      • Add notes that will email assigned staff members
      • Upload Files