1. What Is the Client Portal?
Think of the Quantivo Client Portal as your private Mission Control. We built this platform to solve the biggest headaches in agency partnerships: lost emails, scattered files, and constantly wondering, "What stage is our project at right now?"
Instead of digging through your inbox, you have one secure dashboard where everything related to your engagement lives. It is fully private—only you and your designated Quantivo team members have access to your data.
You do not need to download any apps. As long as you have a web browser and an internet connection, you can access your project anytime, anywhere.
2. Logging In for the First Time
We use secure, passwordless authentication (Magic Links) to ensure your account is safe from password-guessing attacks. Here is how you access your account.
Go to the Portal URL
Enter Your Email
Check Your Inbox
Click the Link
Need Help?
3. Your Dashboard at a Glance
The dashboard is the first thing you see when you log in. It gives you a bird's-eye view of your entire relationship with Quantivo.
Navigation Sidebar: Jump between your dashboard, messages, invoices, and documents.
Welcome Banner: High-level overview of your current active engagement.
Active Projects Card: See the current stage and health of your ongoing projects.
Recent Activity: Quick view of the latest messages, uploaded files, or milestones.
4. Project Tracking
4.1 Understanding Project Stages
Every project moves through a clear set of stages. Think of these as chapters in a book. You will always know exactly which chapter we are in.
- Discovery: We are gathering requirements, mapping out technical architecture, and finalizing the scope.
- Design: Our UX/UI team is creating visual concepts, wireframes, and prototypes for your approval.
- Development: Our engineers are actively writing code and building the infrastructure.
- Review: The build is complete and we are currently running QA tests or waiting for your final approval.
- Launch: The project is being deployed to the live environment.
Everything is moving according to the agreed timeline.
We are waiting on you for feedback, a file, or an invoice payment.
The timeline has shifted. Check your messages for context.
4.2 Milestones & Updates
A milestone is a major checkpoint in your project—like delivering the final design mockups or completing the database architecture. Our team posts regular progress updates to keep you informed between these major milestones. You can react to or comment on any update directly in the portal.
4.3 Viewing Deliverables
A deliverable is a tangible output from our team, such as a strategy document, a design file, or a compiled codebase. Whenever a deliverable is ready, it will be attached to a milestone or sent via Secure Messaging. You can easily download it by clicking the attachment icon.
5. Secure Messaging
We recommend keeping all project-related communication inside the portal. It keeps your inbox clean, ensures attachments never get lost, and provides a clear, searchable history for both of our teams.
Sending a Message & Files
Navigate to the "Messages" tab on the sidebar. Select your active project, type your message in the chat box, and hit send. You can attach documents, images, or PDFs by clicking the paperclip icon.
6. Document Hub
The Document Hub is your permanent archive. It holds all your legal agreements, Statements of Work (SOW), project briefs, and technical documentation.
You can search by document name or project. If you ever need to upload brand assets (like logos or style guides) for our design team, simply navigate to your project folder and click "Upload Document". We accept most standard formats (PDF, PNG, SVG, DOCX).
7. Billing & Invoicing
We believe financial transactions should be transparent and straightforward. The Billing section gives you complete control over your invoices and payment history.
Viewing Invoices
Click "Invoices" in the sidebar. You will see a list of all invoices, categorized by status: Draft, Sent, Paid, or Overdue. Click any invoice to view detailed line items and tax breakdowns.
Making a Payment
Open an unpaid invoice and click "Pay Now". You will be directed to our secure payment gateway. Once paid, the status updates instantly and a receipt is generated for your records.
Billing Questions?
8. Submitting a New Request
Have a new idea? Need to expand your project scope? The "New Request" button is the fastest way to get our engineering and design teams moving on your next goal.
Click "New Request"
Provide Details
Attach References
Submit & Relax
9. Account & Profile Settings
Click on "Settings" in the sidebar to manage your profile. Here, you can update your contact phone number, adjust your company details, and configure your notification preferences.
If you need to change the primary billing email address or transfer account ownership to another team member, please send a request via Secure Messaging to our administrative team.
10. Security & Privacy
Your data is locked behind enterprise-grade security. We utilize HTTPS encryption for all data in transit, and advanced Row-Level Security (RLS) in our database to ensure that your files and project details are mathematically isolated from any other client.
Quantivo will never share your proprietary data with third parties. If you suspect your email account has been compromised, notify us at support@quantivo.cm immediately so we can temporarily freeze your portal access.
Read our full Privacy Policy for more details on how we handle your data.
11. Troubleshooting & FAQ
12. Getting Help
We are always here to help. If you have a question about a specific task, the best place to ask is directly in the Secure Messaging thread for that project.
For broader inquiries:
- Technical Support: support@quantivo.cm
- Billing & Legal: legal@quantivo.cm