Autotask - Using the Client Portal

Overview
This provides instructions on how to use the Next7 Autotask client portal.

1

Client Portal Welcome Email - Set Your Password
You'll receive a welcome email from Next7 Support.
1. Take note of your username in the email.
2. Click the first link to change your password.
2

Access the client portal

Access the client portal at next7.itclientportal.com/. Consider adding this as a bookmark.
3

Login with your email address and password.
4

The Dashboard Page Contains Metrics

There are ticket metrics and project information on the dashboard.
5

Click the Home Icon to See Additional Information and Approve Quotes
Information includes:
- Counts of tickets in various statuses
- Tickets created and completed by month
- Quotes
  - Click quote to approve the quotes that are assigned to you.
  - Click Approve and then click Submit
- Recent Invoices
6

To Access Ticket Information
1. My Tickets: Tickets that have you as the contact:
2. Open Tickets: All open tickets for your company.
3. Recently Completed Tickets: Tickets that have been recently closed.
4. My Change Approvals: If a ticket requires a change approval, they will be displayed here.
5. Ticket Search: Search for tickets based on your own criteria.
7

On any of the above pages, click on the ticket number to open up additional details about that ticket, including ticket description and work entries.
8

To Access Project Information
1. Hover Projects and click My Projects
2. Click the project name to open it up.
3. The project schedule will show you status on the various tasks in the project.
9

To Access Invoice History
1. Hover over Reports and click Invoices
2. Fill out the date range of the invoices you would like to view and click Generate
10

To Submit a Support Request
1. Hover over the Custom Links icon
2. Click Submit Support Request
This links to our webform at next7it.com/support/