Creative Portal Guide
Welcome to your private creative hub! This guide will walk you through every feature of your portal, so you can make the most of our collaboration.
🔍 How to Navigate Your Portal
1. Dashboard
When you log in, you’ll see your dashboard—an overview of your projects, time logs, and pending tasks.
- Recurring Monthly Time: Shows your allocated monthly hours (as per your package).
- Time Used This Month: Tracks how much time has been spent.
- Available Time Left: Displays remaining hours.
2. Request Work
- Click “Request Work” to submit a new task or project.
- Fill in the details (e.g., project type, deadline, and description).
- Our team will review and confirm receipt within 24 hours.
Tip: The more details you provide, the faster we can start!
3. Time Log
- View your recurring monthly time, time used, and available time.
- Additional time can be requested and approved on a case-by-case basis.
Note: Extra time is invoiced according to your individual plan.
4. Invoices
- Access and download your monthly invoices anytime.
- For now, we’ll continue emailing invoices, but your portal will always have the latest versions.
Transition Plan: Later this year, invoices will be exclusively available in your portal.
5. Files
- All files created for you (designs, drafts, final versions) are stored here.
- Download or preview files directly from the portal.
6. Reports
- Access detailed monthly analytics for your website or project.
- Find summaries and actionable ideas to adjust your content and marketing strategy.
Value-Added Service: Reports are tailored to help you grow!
7. Support
- Log a support ticket for any issues with your project or our website.
- Track the status of your ticket and communicate directly with our team.
Response Time: We aim to resolve tickets within 48 hours.
💡 Tips for a Smooth Experience
- Check Your Portal Regularly: Stay updated on project progress and reports.
- Use Clear Descriptions: When submitting requests or tickets, include as much detail as possible.
- Explore the Reports: Use the insights to refine your business battle plan.
- Feedback Welcome: Your portal will evolve with your needs—share your ideas!
Let’s Create Something Amazing Together!
Your portal is designed to make collaboration transparent. If you have questions or need assistance, reach out via the “Support” section or contact us directly.
Thank you for partnering with us—here’s to building incredible projects together!
We’re busy crafting a Visual Guide which we will upload soon.
🎨 Your Creative Portal
Your Creative Portal is your central hub for:
📁 Accessing files (designs, reports, and assets).
📊 Tracking: Keep up to date with your time balance
⏳ Monthly Time Log – See how the creative time was invested.
📊 Reports – We’ll upload reporting based on the plan you sign up for.
💬 Communicating with our team. Log Support Tickets or request work
How to Access:
- You’ll receive an invitation to register. Once you have completed a sign up or quote form on our website.
- Log in anytime to stay updated and collaborate.
We’re thrilled to work with you! Let’s create something amazing together. 🎉
🌟 Why Our Process Works
We skip the confusion and focus on what matters:
❌ Unclear starts → ✅ Guided onboarding
❌ Generic templates → ✅ Custom designs tailored to your vision
❌ Delayed feedback → ✅ Transparent collaboration via your Creative Portal
❌ Hidden progress → ✅ Monthly time logs and clear updates
❌ Post-launch silence → ✅ Ongoing support and easy access to all your files
Tired of complicated processes or being left in the dark? Our 3-step onboarding ensures a smooth, creative, and stress-free experience.
🚀 Ready to begin? Complete your onboarding and let’s schedule your Idea & Strategy Session—your project’s first big step! 🎉
Partner with Creative Rootz
