The Smarcomms Client Portal allows you to manage your account, view billing, and manage your subscription.
Here's how to add collaborators to it:
Log in to the Client Portal: Use your credentials to access the Smarcomms Client Portal.
Access Team Settings: Click your profile photo in the top right corner, then select "Team" from the dropdown menu.
Add a new collaborator:
Enter the team member's first name, last name, and email address
Set appropriate access permissions (e.g., billing view, project management)
Click "Add" to send an invitation
Activation: New team members will receive an email with a one-time login link to set up their account.
🧡 Still have questions?
Our Live Support team is here for you 24 hours, Monday through Friday. Simply click the chat icon in the lower right corner of your screen to send us a message.
How do I Manage Collaborators in Smarcomms Client Portal
Adjust individual permissions in the Team Settings at any time
For project-specific access, use the project detail page to add or remove team members
Regularly review team member roles to ensure appropriate access levels
What Information can Collaborators Access
Collaborators can view assigned information, participate in project discussions, and access permitted account features based on their role.
This system allows you to maintain control over your account while enabling efficient team collaboration within the Client Portal.