Client and Employee Portal for Businesses

Name: Codenica System - Client Portal for Employees and Clients
Price: 12 USD
Availability: InStock

Client Portal for Employees and Clients - Tickets, Knowledge and Help Desk Support

The Client Portal is part of the Codenica system for people supported by a company or IT team. An employee or client can sign in, create and track a ticket, find an answer in the knowledge base, use live chat or messaging, and view assigned assets and documents. Users see only the information shared with them by an administrator. The Cloud version of the Codenica system runs in Microsoft Azure. With On-Premise, you install the application inside your company and keep the data in your own infrastructure.

Product Tour Manual

The Client Portal with Your Company's Branding

The Client Portal is where employees and clients contact your company. After signing in, they should see an environment that belongs to the organization they know, rather than an interface carrying the software provider's name. The Codenica system lets you adapt the portal to your brand and give users one recognizable point of contact with the support team.

Client Portal display and language settings

The Client Portal is often used by people who do not work with help desk systems every day. A clear interface and a few practical settings make the portal easier to use without additional explanations. Users can choose how the application is displayed and the language in which they want to read messages and forms.

A ticketing system inside the Client Portal

The ticketing system in the Client Portal is a straightforward starting point for support requests. An employee or client can describe a problem, question or need and then check what is happening with the ticket. The ticket list shows the most important information without opening every case separately. Users can see whether a ticket was received, who is working on it and what its current status is. On the support team's side, the ticket goes into the same Codenica system where further work, communication and the complete history are managed.

Tickets in item view

Item view presents tickets in a clear format, so users can quickly recognize their case and its current state. It is a convenient way to review several tickets without searching through email or contacting the support team just to ask for an update.

Screenshot showing tickets in the Client Portal item view

Tickets in table view

Table view makes it easier to compare several tickets using available details such as status, date or subject. It is useful when users want to review their contact history with the company and decide which ticket to open.

Screenshot showing tickets in the Client Portal table view

Assets and documents linked to a ticket

A ticket can include assets and documents assigned to the user, such as a computer, device, licence or agreement. The support team receives more context at the start of the work. Fewer follow-up questions mean that the issue can be understood and answered sooner.

Screenshot showing assets assigned to a ticket in the Client Portal

One place to contact your company and support team

The Client Portal brings communication between a company and its employees or external clients into one place. Users can create and track tickets, use the knowledge base, chat, send messages and view the assets shared with them. The help desk team works with the same data in the main Codenica system, so information does not have to be copied between several tools.

Knowledge base and self-service in the Client Portal

The knowledge base is the first place users can check when they need an answer to a common question. In the Client Portal, an employee or client can browse shared instructions, procedures and answers before creating a ticket for individual help. This gives the help desk team fewer repeated questions and gives users a shorter path to a solution.

Chat and messaging in the Client Portal

Not every matter needs a separate ticket, but important arrangements should not disappear in private email inboxes. The Codenica system provides company chat and messaging in the Client Portal. Chat is useful for a quick conversation, while messaging supports asynchronous communication and makes it easy to return to earlier information. Both channels remain inside the system and follow the configured permissions.

Creating a ticket in the Client Portal

Creating a ticket should not require knowledge of help desk terminology or an understanding of how the IT team is organized. The Client Portal form guides users through the information needed to describe a problem, question or request. They can attach files, assets and documents when these help explain the matter. The support team receives a fuller description at the start, so users do not have to answer the same follow-up questions several times.

Assigned assets and documents in the Client Portal

The Client Portal can show assets and documents assigned to a user's account. An employee can check their computer or another device, while an external client can see information shared as part of the support process. The data is available for viewing according to the system configuration, without giving users the ability to change the company's asset records themselves.

1. Is the Client Portal available from the Starter license?

Yes. The Client Portal is available from the Starter license. The Cloud Starter license costs 12 USD net per month with annual billing. Client and employee accounts are free. On-Premise has separate pricing.

2. Can the Client Portal support employees and external clients?

Yes. The Codenica system can support internal employees and external clients. An administrator configures how accounts are created and what each group can access. An employee uses the portal as someone supported by the company's IT team, while an external client can use it for service support, warranty support, post-warranty support or another process managed by the company.

3. How does an employee or client get access to the Client Portal?

Users access the Client Portal through the application address ending in /portal, for example main-path-to-your-application/portal. An administrator or agent can create an employee account and send the login details by email. External clients can be allowed to register themselves when the administrator enables that option. With On-Premise, the company can make the portal available under its own local address.

4. Can the Client Portal be used on a computer, phone and tablet?

Yes. The Client Portal works in a web browser, so users can access it from a computer, tablet or phone. Depending on the system version and how the application is made available, they need internet access or access to the company network where On-Premise is running.

5. Does a user need to install an additional application?

No. An employee or client does not need to install a separate program to use the Client Portal. A web browser and the application address are enough. Cloud requires internet access, while On-Premise can run at a local address inside the company network, without connecting to Codenica servers or the internet.

6. Where is Client Portal data stored?

It depends on the system version. Cloud stores data in Microsoft Azure. On-Premise runs in the company's own infrastructure, so Client Portal data, tickets, files, configuration and other information remain on the organization's side. In both versions, the administrator controls accounts, permissions and the information shared with users.

7. Are files uploaded by employees and clients protected?

Yes. Files uploaded in tickets or messages are available according to the user's permissions and the system configuration. Cloud stores them in Microsoft Azure. With On-Premise, files remain in the company's local infrastructure, and the organization sets its own rules for backups, retention and server protection.