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The Client Portal is where authorized software users can go to efficiently manage their OrangeCRM client account with us, the software provider, and quickly perform multiple account related tasks all in one place. Within the Client Portal, actions such as the following can be performed:
submit and view service request tickets
make and view payments
add or remove software modules
access the OrangeCRM Help Guide, Blog and Live Chat.
Note: The Client Portal offers tiered access levels, allowing you to control the level of access a user has based on their particular job function. By default, all OrangeCRM users will automatically have the minimum level of access to the Client Portal, which includes the Help Guide, Blog, and Live Chat. All other buttons will be grayed out and disabled unless a higher level of access is granted by a system admin.
For instructions on how to manage user access to the portal and how to use the various features within the portal, please click the following link to visit the official Client Portal Help Guide.