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The Client Portal in Gorelo is a self-service interface designed to give your clients transparency and direct engagement with your services. It allows clients to manage their support needs independently, reducing manual communication for the MSP.

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Core Capabilities

  • Ticket management: Clients can view their existing tickets or submit new ones directly through the Client Portal. Gorelo enhances real-time engagement with features like the ” is typing” indicator.
  • Project visibility: You can share project progress and basic information with clients by using the Share with field on the Project detail page.
  • Resource Access: If you share a document in the Client Portal, clients can access it there.
  • Financial and usage tracking: Clients can see their invoice list, check for “Awaiting payment” statuses, and view remaining block or limited hours.
  • Quick Connect downloads: Clients can download your remote management tools directly on their machines.

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Authentication and security

  • Access methods: End users can authenticate via Microsoft 365 SSO or by receiving a magic link via email.
  • Registration: To log in, the user’s email address must already be registered as a contact in your Gorelo tenant.
  • Secure Links: For quick access to specific items, you can generate public doc links that allow anyone with the URL to view a document without needing to authenticate.

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Extended Visibility via Contact Tags

You can grant clients access to specific reports and data sets by applying predefined contact tags to their records:
  • Portal - All Assets: Allows the contact to view the asset summary report, including device health and warranty stats.
  • Portal - All Tickets: Grants access to the ticket summary report.
  • Portal - All Invoices: Allows the contact to see all organization invoices rather than just those sent to them individually.

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Customization and UI

You can customize the Client Portal from Settings > Portal with the following options:
  • A custom URL (contact Gorelo support to activate this option)
  • Custom branding colors and favicons.
  • Default light or dark mode

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FAQ

The portal only supports English.