1. What this page explains
How to install, configure and operate the client portal for client accounts, projects, tasks, tickets, invoices, quotes, file vaults and approvals.
2. Who this is for
Agency owners, studio managers, support staff, client success teams and freelancers delivering work through a portal.
3. Before you start
Prepare hosting, database credentials, admin user, company branding, client list, project types, support categories and file storage permissions.
4. Step-by-step instructions
Install the package, create admin access, add clients, create a project, add tasks/milestones, enable tickets, upload files to File Vault, request approvals and test a client login.
5. Common mistakes
Creating projects without client ownership, mixing internal files with client-visible files, forgetting approval notes, using invoices/quotes before business details are configured or skipping file permission checks.
6. Troubleshooting
Use EGGY-PERM-007 for upload/storage errors, EGGY-AUTH-003 for client login issues and EGGY-CONFIG-008 for missing settings.
7. Related articles
Client account setup, project workflow, ticket workflow, file vault and approval vault SOPs.
8. When to contact support
After checking account permissions, project ownership, upload limits, PHP file settings and exact page/error.