Portals
The people portal is for permanent and internal employees and for freelancers. The client portal is for your clients. Everyone sees only their own data. Self-billing is an optional feature for freelancers. Your office team (admins and members) works in the planner, not in a portal.
People portal
For permanent and internal employees and for freelancers. They see their own shifts, tell you when they can work, and hand in documents and hours.
- See open shifts, confirm an assignment, and ask for a change or cancellation on a planned shift.
- Share availability and request time off themselves.
- Upload documents. If evidence is still missing, the portal asks for it first.
- Submit hours after the shift.
The planner approves time off. Smart Assign then takes that time off into account.
Client portal
For your clients. A client sees only their own projects, shifts, and invoices, never another client's.
- An overview with active projects, upcoming shifts, and outstanding invoices.
- Request a shift themselves.
- See which shifts are planned and who is coming.
- View invoices and contracts for their own organisation.
Self-billing
An optional feature for freelancers in the people portal. When you use it, you pay a freelancer via self-billing, without a payslip.
- Set up the supplier profile and agreement.
- Only shifts on 'Ready for invoice' enter the queue.
- Review the draft invoice.
- Accept or dispute the invoice.
A shift that is only 'Verified' does not enter the self-billing queue yet. Below, an accepted self-billing invoice as the freelancer sees it.
Keep exploring
See how this works on your chain?
The demo opens in a new tab: a fictional agency, no account needed.
