Understand Your Client Portal

{VIDEO GOES HERE}

If you prefer to read along or need a quick refresher after watching the video, here’s everything covered in the walkthrough.

1. Registering and Signing In

Before you can access the portal, you’ll receive an activation email inviting you to register.

• Click the activation link in that email.

• Create your password and finish setting up your account.

• Once complete, sign in anytime at fourthcrownwebdesigns.freshdesk.com using your email and password.

If you ever forget your password, click Forgot Password on the login screen to reset it.

2. My Profile

After logging in, click your name in the top right corner to access your profile.

Here you can:

• Update your name, company, or email address.

• Change your password.

• Upload a profile picture if you’d like.

Remember to click Save before leaving the page.

3. The Top Menu

Once you’re signed in, you’ll see the main menu at the top of your portal:

• Home: Your main dashboard.

• Knowledge Base: Helpful articles and tutorials.

• Tickets: All of your current and past support requests.

• Submit a Ticket: Create a new support request.

4. The Home Page

This is the first page you’ll see when you log in. It includes a few key features to help you find what you need quickly.

Search Bar

Type any keyword here to instantly find articles, ticket details, or topics.

Quick Links

Right on your Home page you’ll see three tabs:

• Browse Articles to explore the Knowledge Base.

• View All Tickets to see your current and past requests.

• Submit a Ticket to send a new request.

Knowledge Base Articles

You’ll see a list of helpful articles right on your Home page. These cover common questions and website topics.

Most Popular Articles

At the bottom, you’ll find the most viewed and helpful guides chosen by clients just like you.

5. The Knowledge Base

The Knowledge Base is your library of tutorials and help articles.

Here you can:

• Use the Search Bar at the top to quickly find topics.

• Browse through folders and categories to explore specific subjects.

If you’re ever unsure how to do something, chances are there’s already a guide here that explains it.

6. The Tickets Section

In the Tickets tab, you’ll find all your ongoing and past support requests.

At the top, you’ll see a Search Bar so you can quickly find a specific ticket.

On the left, you’ll see your ticket list with key details like:

• Ticket subject

• Status

• Date created

On the right, you’ll find your Sidebar Filters, where you can:

• Export Tickets

• Sort by ticket type, status, or creation date

• Filter by Resolved Date or Created Date

This is where you can check updates, reply to a request, or close one once it’s resolved.

7. Submitting a Ticket

When you need to request an edit or report an issue, click Submit a Ticket in the top menu.

You’ll see a dropdown to choose the type of request:

• Request Content Update: For text, image, or page changes.

• Report a Bug or Issue: If something isn’t working correctly.

• Ask a Question: For general website or service questions.

• Enquire Status: To check on a current request.

After you choose your request type, fill in the subject and description, attach any relevant files or screenshots, then click Submit.

You’re All Set

That’s the full tour of your Client Portal!

The portal keeps everything organized in one place so you can easily track requests, learn more about your plan, and find answers without having to dig through emails.

If you ever get stuck or can’t find what you need, just submit a new ticket and I’ll take it from there.