Client PortalDashboard
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Manage My Mail
Physical mail received at your assigned address
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📦 Shipping Requests
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Message Your Rep
Your direct line to your location rep — ask anything about your mail or address
My Documents
Lease agreements, utility bills, and formation documents
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Proof of Address
Your assigned proof of address documents
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Admin Dashboard
Manage all clients and their services
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All Clients
Lease dates, assigned addresses and proof of address
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Upload Mail
Upload a scanned mail item directly to a client's inbox
Click to insert at cursor. These are replaced with each client's actual data when sending.
Click to upload or drag & drop
PNG, JPG, PDF — up to 20 MB — optionalAll Mail
Browse all mail uploaded across every client
| Client | Sender | Subject | Category | Date | Status | Action |
|---|---|---|---|---|---|---|
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Documents
Upload documents for clients and view the full history
Files are organized into a folder for this client automatically.
Used as the document name for a single file. If you select multiple files, each will be named after its filename.
Applied to all files in this upload.
Click to select file(s) or drag & drop
PDF, PNG, JPG, DOCX — multiple files supportedMy Tickets
Create requests and track their progress
No tickets yet. Create one above!
Ship Mail
Track requests to have your physical mail shipped to you
No shipping requests yet. Use the "Ship Your Mail" button on the My Mail page to request one.
Client Tickets
Manage and respond to all client requests
No tickets yet.
Ship Mail Requests
Client requests to ship physical mail/cards to their address
No shipping requests yet.
Mail Inquiries
Client conversations from "Message Your Rep" about mail, cards, or documents
No mail inquiries yet.
Email Settings
Configure automated email notifications sent from your portal
Notifications about new signups, tickets, and client activity are sent here.
The "From" address on outgoing emails. Must be verified in Resend.
Get your key at resend.com/api-keys. Leave blank to keep current key.
Included in the welcome email as a "Complete Payment" button. Leave blank to skip.
Choose which events send automatic emails.
Send a test email to confirm your Resend key and from address are working correctly.
Settings are stored securely in your Supabase database and loaded on each page visit.