Portals at a glance
What invited people and clients see, and what stays on the planner side.
Outcome
You can explain the people portal and client portal without opening every screen.
Who it's for
Admin evaluating portals / invited users
Prerequisites
- Understanding of the planner side of shifts
Steps
- People portal: personal home for assigned shifts, availability, and documents.
- Invited people confirm or refuse assignments and manage their own windows.
- Client portal: request and review shifts scoped to that client.
- Clients do not run Smart Assign or the full multi-client planner board.
- Deep click paths for each portal live in Help Center.
Go deeper
Need every click path and screenshot? Open the matching Help Center guide, or book a conversation.
Visuals
Related feature
Open feature page