A client portal that shows your clients the work, not just the invoice

Give each client a login to see coverage at their sites, guards on duty, patrol results and reports, and let them add their own colleagues with the right access.

Pro and Enterprise; invoices in the portal need client billing · See pricing

What is a security client portal?

A security client portal is a secure website where a guard company's clients see the service they pay for. In ForceVera, clients log in to see their sites, today's coverage, guards on duty, patrol scans and missed tours, and daily, incident and patrol reports they can download as PDFs, and add their own users with site-by-site access.

Why it matters

Client portal: what your security company gets

Proof of service, on demand

Clients check coverage, patrols and reports whenever they want, instead of emailing you for updates.

The right access for each person

Clients add their own colleagues as Regional Manager, Property Manager, Accounting or Viewer, limited to the sites each one looks after.

Guard privacy protected

Clients see who is on duty and what they did, never guards' contact details or pay.

How it works

Client portal in ForceVera: how it works

  1. Add the client

    Adding a client in ForceVera creates their portal account and emails the invitation.

  2. Client adds their team

    The client's portal owner invites colleagues, picks a role for each and chooses which sites they can see.

  3. Work shows up as it happens

    Clock-ins, patrol scans and reports appear in the portal as guards work, with nothing to upload.

  4. Client reviews and downloads

    Clients filter reports by date, type and site, download PDFs and, with client billing, see invoices and charges.

Capabilities

Everything included

Client portal works with the rest of ForceVera: the same guards, sites, shifts and reports, with no separate app to buy.

  • Dashboard with sites, guards on duty, today's coverage, scans and missed tours
  • Site pages with the weekly schedule, who is on duty and active tours
  • Guard list with shifts, hours and patrol results (no contact details or pay)
  • Daily activity, incident (with photos) and patrol reports, filtered by date, type and site
  • Report PDFs one at a time or in bulk, with your company name and colours
  • Client users with roles, per-user permissions and site access
  • Invoices, receipts and a breakdown of approved hours and charges (client billing)
FAQ

Client portal: questions, answered

Which plans include the client portal?

The client portal is included in the Pro and Enterprise plans. Invoices and charges in the portal also need client billing, which is included in Enterprise and available as an add-on.

Can clients add their own users?

Yes. The client's portal owner can invite colleagues, choose a role for each (Regional Manager, Property Manager, Accounting or Viewer), limit them to certain sites and switch individual permissions on or off.

Can clients see guards' personal details?

No. Clients see guards' names, shifts, hours and patrol results at their own sites, but never their contact details or pay rates.

Do client users cost extra?

No. Client users are included on every plan that has the portal. ForceVera is priced by the number of guards, not by seats.

Do clients still get reports by email?

Yes. Daily client reports can still be emailed, after your team reviews them or automatically at a set time, and the portal keeps every report in one place.

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