Getting Started with Your Client Portal

This guide shows you how to log in, find your account, and navigate the dashboard.

  1. Go to Client Login and sign in with your email and password.
  2. After sign-in, your dashboard loads automatically. If prompted, enter the email you used during onboarding.
  3. From Quick Actions, you can submit your Monthly Brief or order Add-ons.
  4. Use the Approvals section to review drafts and leave feedback.
  5. Visit Tutorials & PDFs any time for more resources.

Tips

  • Use the Switch Account link in the top-right to change accounts.
  • Contact Support from the sidebar to email our team directly.
  • Monthly Brief helps us plan content—see the examples in the form placeholders.
Get Started