Client Portal

Client Portal

The Client Portal is a feature available starting from the Plus plan that allows you to offer your clients direct and secure access to view their deadlines and the status of active services. Each client can access it independently, without needing to create an account on Dotify.

Overview

The client portal is a tool designed to increase transparency with your clients and reduce information requests via email or phone. Through the portal, your clients can:

• View all their active deadlines and their status
• Check renewal dates and associated costs
• Review service history
• Access securely without having to remember a password

Dedicated URL

Each organization on Dotify has a dedicated URL for the client portal. The address is unique and customized based on your organization’s name, in the format:

https://app.getdotify.com/portal/organization-name

You can share this link directly with your clients or use Dotify’s built-in email invitation feature.

Tip: include the client portal link in your email footer or on your website, so that clients can easily access it at any time.

OTP Authentication

The client portal uses an OTP (One-Time Password) authentication system via email, eliminating the need for clients to remember a password. Here is how the login process works:

1. The client accesses the portal URL and enters their email address.
2. Dotify verifies that the email matches a client registered in your organization.
3. If the email is valid, a 6-digit numeric code is sent to the specified address.
4. The client enters the received code on the verification screen.
5. If the code is correct, access to the portal is granted.

Security: the OTP system is designed to be secure yet simple to use for your clients. It requires no registration, app downloads, or complicated configurations. If the code expires, the client can request a new one at any time.

Session Management

After authentication, the client’s session is maintained through HTTP-only cookies. This technology ensures:

• Security: HTTP-only cookies are not accessible via JavaScript, protecting the session from XSS (Cross-Site Scripting) attacks.
• Persistence: the client does not need to authenticate on every visit, as long as the session remains active.
• Protection: session data cannot be manipulated on the client side.

Deadline View

Once logged in, the client sees exclusively the deadlines associated with their profile. The view is automatically filtered and includes:

• Active deadlines list: with service name, due date, and current status
• Cost details: amount and renewal frequency for each deadline
• Service status: visual indication of the status (active, expiring, expired)
• History: ability to also view past and already renewed deadlines

The portal is designed to show only information relevant to the individual client. It is not possible for a client to view data from other clients in your organization. Data isolation is guaranteed at the system level.

Design and Interface

The client portal features a responsive design with dark theme, optimized to ensure an excellent user experience on any device:

• Desktop: full layout with a detailed deadline table
• Tablet: adapted layout with priority columns visible
• Smartphone: compact layout with card-based view

The dark theme was chosen to offer a modern and professional experience, consistent with Dotify’s main interface, while also reducing visual fatigue for users.

Inviting Clients to the Portal

To invite a client to access the portal, you have two options:

Send Invitation via Email

1. Go to the client’s card in Dotify.
2. Select the “Send portal invitation” option.
3. Dotify will automatically send an email to the client with a direct link to the portal and instructions for accessing via OTP.

Manual Link Sharing

Alternatively, you can simply share the portal URL with the client through the channel you prefer (email, message, etc.). The client can access it by entering the email registered in Dotify.

Important note: for a client to access the portal, their email address must be correctly registered in the client card within Dotify. If the email does not match, the system will not send the OTP code.

Requirements