Private staff workspace
Create and assign a job
Invite a client, create their portal assignment, and prepare the matching Dropbox folder in one step.
New portal access
Job details
Existing clients keep their current password. New clients receive an email invitation to choose one.
- Access is limited to this job.
- Credit card and ACH payments are accepted.
- Clients may make partial payments.
- Enter $0 when the job is already paid.
- The Dropbox folder uses the job number.
Job ready
Assignment created
Dropbox folder
Portal records
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Outside payment
Record payment
This reduces the client’s portal balance while preserving the original amount due.
Secure access
Client accounts
Revoke access to preserve the login, or permanently delete the account. Jobs and Dropbox files are not deleted.
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