Client portal home

Outcome

As a Client you open `/client-portal`, read Active Projects / Upcoming Shifts / Resources / Pending Invoices, scan Active Projects, and know where Request Shift and finance live.

Who it's for

Client (customer contact) with portal access

Prerequisites

• Signed in with Client role: other roles are redirected away from this portal
• Account linked to a client organization (otherwise you see No client access)

Steps

1. Sign in as a Client. Open My Projects in the Client sidebar (`/client-portal`): page title Client Dashboard. Planners and workers use other homes; this dashboard is for invited customer contacts only. Soft-link the People portal cluster when you need the worker side.
2. Read Welcome, {{name}} and the subtitle Manage your projects and resources. Use the Request Shift CTA when you need new coverage: it opens Shifts with the request form (`/shifts?showInput=true`). Depth for that form is the next tutorial in this cluster.
3. Read the stats cards (product labels): Active Projects, Upcoming Shifts, Resources, and Pending Invoices. Empty staging still teaches the chrome (zeros and empty sections are fine).
4. Scroll Active Projects. Cards show project context with Resources / Shifts counts and an active status when present. Empty state: No active projects: Contact your account manager to set up projects (soft-link admin Clients / Projects masterdata for how the agency sets that up).
5. Continue to Upcoming Shifts and/or Recent Invoices. Empty hints: No upcoming shifts (Request a shift to get started) and No invoices yet. Quick actions typically include Request Shift, View Shifts, Invoices, Contact planner, My shift requests, and View Contracts: use them as shortcuts into Shifts, Invoicing, and Contracts. Next in this cluster: Shifts and requesting work from the client portal.