Portal activity.
Who signed in, when, and from where.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
Admin
Portal activity
Who
Company
What
When
Where
Dana Price
Northwind Health
Signed in
2 min ago
BostonMike Chen
Halcyon Labs
Invited
1 h ago
—Dr. Ana Reyes
Atlas Dental
Opened proposal
3 h ago
AustinAdmin
Northwind Health
Viewed as Dana
Yesterday
—How it works.
Every sign-in logged
Who, when, from where.
Invites too
Who was invited, and whether they came in.
View-as included
Every time someone viewed the portal as someone else.
What you get
- Sign-ins, invites and view-as
- Across the team and every client
More in knowing where things stand.
All features →Reporting
How the work is moving over any period: done, created, on time, cycle time, late — by person or company.
Excel & PDF export
Whatever you're looking at, with your filters on, as an Excel workbook or a PDF ready to send.
Hours & cost
For billing by the hour: hours and what they're worth by company, week and category, against each cap.