Client Portal Help

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How To Register As A Client To Gain Access To The Client Portal

For us to be able to invite you, we first need to add your data to the system. This process is to ensure that no unauthorized users can get access to our client portal. Because it can get a bit confusing, we created a guide to make the registration steps easier
(click on the image for better viewing.)

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To register, you will need to complete the following steps (with pictures above)
  1. Press on the “Service Request Form” button at the bottom of the section. Once you have clicked on it, it will take you to a form.
  2. Fill out the form with the relevant details. Remember to check on the box saying “IT / SharePoint / OneDrive” at question 6 and then stating that you would like to register for access to the portal at the “What can we help you with?” section.
  3. You will then receive an invitation email. To register, click on “Accept invitation” which will take you to the login page.
  4. Setup your access with a Microsoft account (required) login using your username and password (the same one the invite was sent to.)
  5. After successful login, you will land on a page where you need to provide more information to secure your account and enable recovery of your password should you forget it. The authentication phone is your mobile number that can receive a One Time PIN (OTP) and a secondary / personal email account that is not the same as the one you logged in with initially. This does not have to be a Microsoft account – it can be your Gmail account if you wish.
  6. When you’ve added your secondary / recovery email address, the system will send you an OTP to confirm that address. Copy-paste or enter that code into the first window to confirm your secondary / recovery email address.
  7. When you’re done confirming your mobile number and secondary / recovery email address, it should show green tick marks. Now, click Finish.
Service Request Form

How To Use The Client Portal

To use the portal, you will need to be a registered user. After completing the registration process, you can click here to go to the portal
(click on the image for better viewing.)

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The portal works as follows: (with pictures above)
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