Next7 IT Client Knowledge Base

Autotask - Using the Client Portal

Overview
This provides instructions on how to use the Next7 Autotask client portal.
  1. 1

    Access the client portal

    Access the client portal at next7.itclientportal.com/ClientPortal/Login.aspx.
  2. 2

    Login with your email address and password.


  3. 3

    The Home Page Displays General Info

    Information includes:
    • Counts of tickets in various statuses
    • Tickets created and completed by month
    • Quotes
    • Recent Invoices
  4. 4

    The Dashboard Page Contains Additional Detail

    There are ticket metrics and project information on the dashboard.

  5. 5

    To Access Ticket Information

    1. My Tickets: Tickets that have you as the contact:
    2. Open Tickets:  All open tickets for your company.
    3. Recently Completed Tickets: Tickets that have been recently closed.
    4. My Change Approvals: If a ticket requires a change approval, they will be displayed here.
    5. Ticket Search: Search for tickets based on your own criteria.

  6. 6

    On any of the above pages, click on the ticket number to open up additional details about that ticket, including ticket description and work entries.


  7. 7

    To Access Project Information

    1. Hover Projects and click My Projects
    2. Click the project name to open it up.
    3. The project schedule will show you status on the various tasks in the project.
  8. 8

    To Access Invoice History

    1. Hover over Reports and click Invoices
    2. Fill out the date range of the invoices you would like to view and click Generate
  9. 9

    To Submit a Support Request

    1. Hover over the Custom Links icon
    2. Click Submit Support Request
    This links to our webform at next7it.com/support/