Submit and track requests
How clients submit requests, how agencies triage them, and how status stays visible without extra meetings.
Prerequisites
- An organization with portal access enabled
- Client stakeholders identified
Steps
- Confirm portal scope is limited to the correct organization.
- Share client-safe documents and updates.
- Use requests for structured intake and triage.
Tips
- Keep client-safe content in the portal; keep internal delivery context in the workspace.
- Prefer workflow runs for repeatable execution and tasks for owned follow-ups.
Troubleshooting
- If something looks missing in the portal, confirm it is intended to be client-facing.
- If a link redirects, it may be an agency-only surface—use the portal-safe alternative.
