Client Portal
Your hub for support and getting the most out of working with Opsvisory.
New clients
Welcome aboard. When your engagement begins we set up your private Client Portal and email you your personal portal URL.
- We provision your Client Portal.
- You receive your personal portal URL by email.
- Sign in and raise your first ticket.
Not received your link yet? Email support@opsvisory.com.
Existing clients
Reach your Client Portal any time via your personal portal URL. Bookmark it so it’s always to hand.
Lost your link? Email support@opsvisory.com and we’ll resend it.
How to log a support ticket.
Raise and track support tickets whichever way suits you:
Client Portal
Via your personal portal URL, emailed to you.
Microsoft Teams or Slack
Via the integration set up for your team, following the instructions we provide.
Ask for what you need. We’ll handle the rest.
Your Client Portal includes a catalogue of the services we provide for you. Pick what you need, fill in a short form, and your request goes straight to the right person, with every step visible until it’s done.
Access and accounts
New accounts, permissions and access to the systems your team relies on.
Hardware and software
Laptops, peripherals and applications, requested in a few clicks.
Changes to your setup
Configuration changes, new integrations and updates, planned and tracked.
Something else
Not in the catalogue? Ask anyway. If it’s likely to come up again, we’ll add it.
Answers, ready when you are.
Your Client Portal includes a knowledge base of how-to guides and articles, so your team can solve everyday issues in minutes, at any hour, without waiting on a ticket.
Built for your environment
Guides written around the tools and setup you actually use, not generic advice.
Searchable, any time
Find the answer in seconds, day or night, from any device.
Always growing
Solve something once and we write it up, so the next person gets the answer straight away.
What’s in your Client Portal.
Every Client Portal is set up around your engagement, so your team sees what matters to you. It can bring together:
Support tickets
Raise and track every ticket, with the full history in one place.
Service requests
Request what you need from your own service catalogue.
Knowledge base
How-to guides and answers, written for your environment.
Service status
Live status, incident updates and scheduled maintenance notices.
Ticket feedback
Rate every resolved ticket. We read every score.
Asset inventory
The devices and equipment we look after for you.
Licences and subscriptions
Who has what, and when it renews.
Security posture
Patching, device compliance and baseline status at a glance.
Document vault
Runbooks, diagrams and policies, kept in one secure place.
Automation, shaped around you.
Every business runs differently, so we don’t bolt on one-size-fits-all automation. As we learn how you work, we find the repetitive, manual tasks worth automating and build workflows around your team.
Spot
We identify the routine tasks that slow your team down.
Shape
We design the workflow with you and agree it before anything changes.
Run
We switch it on, measure the impact and keep refining.
Explored client by client, as part of your engagement.
Here to help.
Need a hand, or can’t find your portal link? Email support@opsvisory.com.
Email support