Client Portal

CLP001

Login into client portal using client contact's credentials

1. Open client portal login page

2. Enter username and password

3. Hit login button

CLP002

Edit the details after logging into client portal

1. Login into the client portal

2. Click on edit button

3. Change the details such as mobile no and hit save again.

CLP003

Preview the invoices

1. Login into the client portal

2. Navigate to invoice section and Click on preview button available under the 'Action' drop down.

CLP005

Add a document from the document management section

1. Login into the client portal

2. Navigate to document management section and add a new document.

CLP007

Verify the time and attendance section

1. Login into the client portal

2. Click on Time and attendance section from quick access.

CLP009

Check the list of available jobs

1. Login into client portal

2. Navigate to job list section from quick access

3. Verify the list of jobs