When you are invited to the TimeChimp customer portal, you will receive an email with a link that gives you access to the portal. In this article, we explain how the customer portal works and what information you can find there.
Security of the Client Portal
To keep access to the client portal both secure and user-friendly, we use a one-time verification code (OTP).
When you, as a contact person, want to access the client portal, click the link provided by your client and enter your email address on the login screen. A one-time code will then be sent directly to that email address.
This code is valid for 15 minutes for one-time use only.
If you haven’t received the code, you can easily request a new one on the same screen.
Do you have access to multiple client portals with the same email address? Then you only need to enter the one-time code once.
Once you're logged in, your session will be automatically recognized across the other client portals. So you won't need to log in again each time.
Note: This applies as long as your browser session remains active. If you clear your cookies or use a different browser or device, you will need to verify your access again.
Once you're logged in, your session remains active for 30 days. After that, you will be automatically logged out and required to request a new one-time code.
If you're an admin of a linked TimeChimp environment, you automatically have access to all associated client portals, provided you're using the same email address as in your TimeChimp account.
Admins must also request a one-time verification code via email when accessing a customerportal.
Depending on the settings configured by the owner of the portal, you will have access to specific sections of the client portal.
Home screen: overview of linked projects
When you open the customer portal, you will land on the home screen. Here you will see an overview of the linked projects. At the top, you will find tabs that direct you to the invoices and estimates for this customer.
Invoices and estimates
In the invoices and estimates tabs, you will find an overview of all invoices or quotes for the selected client.
You can check the status of each document.
You can download the invoices or quotes as PDF files.
Overview of entries and project details
When you open a project, you will see an overview of all created entries. By default, you will land on the time entries. Using the tabs at the top of the page, you can also switch to expense entries or trip entries.
Filter entries
You can use the filters to select which entries you want to display.
Approving or rejecting time entries
You can easily approve or reject registered time entries in two ways:
Approve or reject individually
Click on the three dots next to an entry to approve or reject it individually.
Approve or reject multiple entries
Select multiple entries by checking the boxes on the left side of your screen.
At the top, click on "Actions" and choose Approve or Reject.
This way, you can easily manage all recorded hours, expenses, and trips within a project.
Easy does it! With the customer portal, you can keep track of all your projects, invoices, quotes, and entries in one place.