Tips and lesser-known features of the BRANDED IAM client portal that will save you time and keep your team aligned.
Most clients use the portal for tickets and invoices — but there's much more available. These tips will help you get full value from the platform and reduce back-and-forth communication with your team.
Power Features Worth Knowing
- Ticket templates: If you submit the same type of request frequently (e.g., monthly content updates), save a ticket template to fill in pre-set fields automatically.
- @mentions in comments: Tag specific team members by typing @ in any comment field to direct a message to the right person instantly.
- File versioning: When you re-upload a file with the same name, the portal keeps previous versions accessible under "Version History."
- Approval workflows: For website and design projects, your team will submit deliverables for your formal approval before publishing. You'll receive an email with a one-click approve/request revision link.
- Shared inbox view: If you add team members to your portal, all of you can see each other's tickets and project updates, eliminating the need to forward emails.
Mobile Access
The portal is fully responsive and works on any smartphone browser. Bookmark brandediam.com/dashboard on your phone's home screen for quick access. There's no separate app to download.
Keeping Your Info Up to Date
Update your business address, phone number, and team contacts at least once a quarter under Account → Business Profile. Current contact info ensures invoices, project files, and emergency communications reach the right people.