The Client Area Module

Give clients a secure space to manage accounts, access services, and get support—everything in one place.

 
Announcement All Teruza modules are fully customizable to suit your individual business' needs!
More about This Module

The Client Area module provides your customers with a personalized, secure portal to view and manage their relationship with your business. From billing and documents to support and service management, everything is in one place — branded and customized to fit your platform.

Clients can log in to update their details, download invoices, track project progress, open support tickets, or access shared resources. Permissions are fully role-based, so you can control exactly what each client sees and can do.

The Client Area seamlessly connects with other Teruza modules like Invoices, Projects, Documents, and Chat, providing a unified experience without duplicating data or effort.

Typical use cases include:

  • Providing clients with a centralized dashboard for their services
  • Allowing access to invoices, signed documents, or deliverables
  • Enabling direct support via integrated ticketing or chat
  • Customizing content or modules per client or client type
  • Streamlining onboarding and ongoing communication

Whether you're a freelancer, agency, or enterprise provider, the Client Area module gives your users a modern, self-service experience — while reducing admin and improving engagement.

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