Kustomer Portal Module

The client’s way into the Kustomer Portal. This part is written for the customer and can be sent to them directly. It covers opening the project invitation, registering and signing in, then reading the schedule, milestones, finance and forms for the project they have been given access to.

In this part

• Register for the portal (0:00). The Kynection project invitation arrives by email with a registration link; complete the registration details, then sign in to see the projects you have access to.
• Open the project (0:24). The assigned project opens with its start and completion dates, the schedule and milestones show what is planned and how it is tracking, and finance shows the budget position and progress.
• Forms and documents (0:44). Admin forms lodged against the project are listed, and documents such as meeting notes can be opened and read in full.

Access is per project, so a client sees only what they have been invited to. The PDF guide below has the screens for each step.