If you have been given free login access to Workamajig by your administrator, you're allowed access to active projects, completed projects, project requests, notifications, and items to approve. You now have the ability to submit project requests and interact via project diary conversations.
Logging Into Workamajig
By accessing the URL, Username, and Password given to you by your administrator, you should then see a form that looks like this:
NOTE: If you are given a URL that looks like this (app##.workamajig.com/platinum), please use the exact URL given, as the app## (numbers) relate to a specific server and your login will only work on the server matching the URL given.
Once you log in, you see a screen that looks similar to the following. Which includes a list of Project Requests you have submitted, and their current status, along with a list of the active projects you are on the team of.
NOTE: What you see on your desktops depends on how your administrator has set this up for you.
By clicking Request a new project from the Project Requests menu, a slide-out will appear with the pre-defined project request forms that you have access to.
Clicking on a project will then prompt the project slide-out to appear. Which then shows additional details about the project.
You can click the bell next to your name to have the notifications slide-out appear. This is also where your items to approve are located.
Click on your name to set up your avatar, edit your contact information, and log out. By clicking the MORE button you can remove your avatar, open the help guide, view system messages, and review release notes.
If you have further questions about your client portal, please contact your administrator (i.e. the person who gave you the User ID and Password).