Help Center

How to Navigate the Website Concierge Portal

Updated:
August 6, 2021

Here's how you can navigate the Website Concierge portal.

Inside the portal you can do the following:
  • View Dashboard
  • Review Requests
  • View invoices
  • Add team members in "Users"
  • Add files in "Storage"
  • Edit billing details and notification preferences in "Settings"

1. Logging In

You can log in to visiting the request portal on our website via the top navigation titled "Client Portal" at selecting "Request Portal", or at requests.pheelosophy.com/login.

2. Dashboard (Client View)

This is the dashboard view once you are logged in to the portal:

3. Review Requests

On the dashboard clients can see the latest requests, both ongoing and archive. You can also view it from the "Requests" tab on the left hand side. When you open a request, you can see the status, add team members/followers, see brand files, as well as the project discussion thread. Here is where you'll receive project updates.

4. View Invoices

You can view past invoices by visiting the "Invoices" tab on the left.

5. Add Team Members in "Users"

Need to add a team member to a project, you can add colleagues by visiting the "Users" tab on the left.

6. Add files in "Storage"

In "Storage" you can add/update company files, brand assets or any supporting documents.

7. Profile, Billing & Notification Preferences

To edit your profile, billing details and notification preferences visit "Settings" and update

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