Portals at a glance

Outcome

You know which portal is for whom and what each person sees there.

Who it's for

Admin evaluating portals / invited users

Prerequisites

• Understanding of the planner side of shifts

Steps

1. People portal (permanent and internal employees, and freelancers): see open shifts, confirm an assignment, ask for a change or cancellation, and keep availability, time off, documents, and hours up to date themselves.
2. The planner approves time off. Smart Assign then takes that time off into account.
3. Client portal: an overview with active projects, upcoming shifts, and outstanding invoices. The client requests shifts, sees who is coming, and views their own invoices and contracts. Never another client's.
4. Self-billing is optional and meant for freelancers in the people portal. First the supplier profile and agreement, then only shifts on 'Ready for invoice'. The freelancer reviews the draft invoice and accepts or disputes it. 'Verified' on its own is not enough.
5. Your office team (admins and members) works in the planner, not in a portal. Step-by-step guides per portal are in Help Center; the self-billing screen is on the Portals feature page.