Client Portal

NAVIGATION   Modules > Client Portal

SECURITY   All users

The VSA 10 Client Portal helps you view and manage various aspects of end user interaction with your VSA 10 instance. It serves as a secure and branded interface facilitating communication and collaboration between your organization and your clients. The Client Portal is a centralized hub where clients can access information, communicate with representatives, and perform various tasks related to their accounts, services, or products.

By providing a Client Portal within your VSA 10 instance, you enhance transparency, efficiency, and collaboration, ultimately improving the overall client experience and strengthening the relationship between your organization and your clients.

As follows are the key features and functionalities typically found in the Client Portal for VSA 10:

  • Clients can create new support tickets outlining their issues or service requests.
  • Clients can track the status and progress of existing tickets, view updates, and communicate with your support team.
  • Clients may have access to project-related information, milestones, and updates.
  • Collaboration tools enable clients to share documents, provide feedback, and participate in project discussions.
  • Clients can manage user accounts, including adding or removing users from their organization.
  • User access permissions and roles may be configurable within the portal.
  • A Knowledge Base section provides clients with access to articles, FAQs, and documentation to help them troubleshoot common issues independently.
  • Clients might have visibility into their billing and invoicing history.
  • Clients can review past invoices, track payment status, and potentially make payments through the portal.
  • Integrated communication tools, such as messaging or commenting features, allow clients and your team to communicate within the portal.
  • The portal is customizable, enabling you to brand it with your company's logo and colors for a consistent look and feel.
  • Security features ensure that client data remains confidential and that only authorized individuals can access sensitive information.
  • Clients may have access to relevant reports and analytics, providing insights into the performance of services or projects.
  • The portal seamlessly integrates with your VSA 10 instance, ensuring that data is synchronized and up to date.
  • The portal is designed to be mobile-friendly, allowing clients to access information and collaborate on the go.