🔑 Signing in

Sign in with the email and password your team gave you, using the same login screen every time — there's no separate app account. Forgot your password? Ask your Superadmin to reset it from Manage users; the portal doesn't email password resets on its own.

🏠 Home · Projects

This is the first screen after signing in — every project you're assigned to, whether or not you've opened it before. Click a project card to open it. You'll only ever see projects you're a member of; anything else stays hidden.

📋 Submission Log

The running record of everything submitted on a project — documents, revisions, approvals and status updates, most recent first. Open any entry to see its history and comments, or add a new submission if your role allows it.

📁 Documents & ⬇ Downloads

Documents is where files live for the project — upload, preview and organise. Downloads is a flat, quick-access list for grabbing files without digging through folders. Both show only what's been shared on projects you belong to.

✓ Tasks

Action items for the project, with an owner, a status and (usually) a due date. If a task is assigned to you, it shows up here — mark it done, comment on it, or attach a file as proof of completion, depending on what your role allows.

💰 Payments

Invoices and payment milestones tied to the project, with their status (pending, paid, overdue). This tab is read-only for most roles — it reflects what finance/admin has recorded, not something you edit yourself.

🔔 Notifications

The bell icon at the top tells you about anything relevant to you — a new task, a status change, a chat message, an incoming call — across every project you're in, even ones you personally haven't opened yet. Click a notification to jump straight to what it's about. If you've installed the desktop app, you'll also get a native Windows notification for chat messages and calls while the app is running in the background, so you don't have to keep the window open.

💬 Chat & calls

Open Chat & calls from the sidebar for two kinds of conversation: a private 1:1 message with any teammate you share a project with, or the shared group chat for a whole project (everyone on that project sees it). Type a message and press Enter to send, or use the 📎 button to attach a file (up to 100 MB).

Hover over your own message to edit (✎) or delete (🗑) it — the other person will see "(edited)" on an edited message, or "This message was deleted" in its place. Use 🗑 Clear chat at the top of a conversation to wipe its entire history for everyone in it; this can't be undone, so it's meant for once-off cleanup, not routine deleting.

To call someone, open their chat and use the call button — it's a direct, real-time audio/video call between the two of you (no separate meeting app or link required). You'll see an incoming-call banner even if you're not currently looking at Chat; accept to join, or decline to send it to voicemail-style silence. Mute your mic or turn your camera on/off from the in-call controls.

🟢 Staying "online" for your team

The presence dot next to your name shows teammates whether you're online — it stays on for as long as this portal is open, in a browser tab or in the installed app window (see below). Closing it (or your computer sleeping/shutting down) is what takes you offline; there's no separate step to "go online" again, just open it back up.

📲 Install as an app

Most browsers (Chrome, Edge, and Android/Chrome on mobile) can install this Portal as its own app — a proper window with no address bar, a taskbar/Start-menu/home-screen icon, no separate installer to run and nothing for antivirus software to flag. Use ⬇ Install app in the sidebar when it appears, or your browser's own install icon in the address bar. On iPhone/iPad (Safari doesn't offer that prompt), use Share → Add to Home Screen instead — same result.

🤖 AI Assistant

Where enabled by your Superadmin, a project shows an 🤖 AI Assistant button — ask it plain questions about that project's latest status, submissions or feedback and it answers from the project's own data. It's optional and only visible when turned on for your organization.

⚙ Account settings & theme

Change your display name or password any time from Account settings in the sidebar. Use Theme to switch between light, dark, or matching your device automatically — this is a per-device preference and doesn't affect what anyone else sees.

🙋 Still stuck?

For anything account- or access-related (missing project, wrong role, password reset), reach out to your organization's Superadmin — they manage users and permissions for this portal.