Customer Portal – as a user

In Scoro’s Customer portal, you can easily collaborate with your business partner on their Scoro site.

This saves you the trouble of back-and-forth communication, exchanging countless emails, organizing frequent catch-ups, and so on. You can effortlessly work together on projects and conveniently see important information related to your company and projects.

After the administrator of the specific Scoro site has sent you an invitation to join, activate your user account by clicking on the link in the invitation email.

You’re now taken to the Scoro welcome page, which shows you information about which modules you have access to.

Depending on your permissions, you may have access to the projects and sales documents related to your company. 

Note! If you haven’t been given access to some or any of the features, ask the site administrator to review your permissions.

Click on the blue button Start using Scoro.

To get started, you can go over your site settings. Click on the Settings button, then Go to Settings Panel.

Under Profile settings, you can add a photo of yourself, so it’s easier to differentiate users in the project detailed view, for example, and add or change your job title. Here you can also renew your password if needed.

• Preferences allow you to change your site language, your preferred currency, and date-time format.
• Menu settings enable you to adjust the order of features on the site header. Just drag and drop to rearrange.
• Bookmarks show all your bookmarked (saved) views in one list. In different views, you can use various filters to adjust your list, then bookmark the filtered list to return to it whenever needed without having to filter it all over again. Read more on how to use filters in Scoro here.

Now, start using Scoro!

You can see all your projects in the Project list (and sales documents under the relevant lists, click on the list name on the header of the site). 

You can easily filter the list to see exactly the data you need at a glance and save your filtered list as a bookmark. You can quickly access your bookmarks from the header menu by clicking the bookmarks icon.

Click on the project name to open the project and view all the information related to that project. 


In the project's detailed view, you can see

1. Project header with the progress bar, project manager and project members, project estimated start and end dates
   
2. Tasks section with the
   • Task list of all project tasks
     
   • Gantt chart
     
   • Calendar for all project events
     
3. Time section where you can view all completed tasks and activities and the time spent on them
   
4. Finances section that contains related Quotes, Orders, and Invoices. Click on the name of the document to view (but also download) it as a PDF.
   
   You can also hover on the status of the invoice to see whether it has been paid. 
   
5. Details section that contains project info, files, and documents linked to the project. Click on the relevant file name to open (and, if needed, download) the file.
   
6. Comments section where you can see all comments related to the project. Click Add comment to add a new comment or Reply/Reply all to reply to comments you were tagged in.
   
   Click the Notify button or tag users (using the @-sign) to make sure they notice your comment.
   
   Whenever you're notified in Scoro, the notifications bell on the header menu is badged. Just click on it to view your notifications and mark them as read or click on the title of the notification to open it.