Help
Getting started with Portlora
A focused help center for onboarding, setup, and the core workflows users need on day one.
Find the answers people need before they email support.
This help section is intentionally smaller than a full documentation hub. It focuses on onboarding, the first workspace setup, and the core actions users take most often.
Search is a visual placeholder for now. You can connect this to real help articles later.
Hero image placeholder
Placeholder artwork area. Add a screenshot, illustration, or short GIF later.
Quick Start
Get your first project live in minutes
Create your first project
Add a client
Upload a file
Share the portal
Send an invoice
This is the path most users should follow first. Keep it short and action-oriented.
Quick Start image placeholder
Placeholder artwork area. Add a screenshot, illustration, or short GIF later.
Guides
Short guides for learning later
Each guide should stay short, step-based, and easy to scan.
Account & Setup
- Choose Free if you are starting alone.
- Choose Solo, Pro, or Business when you need more workspace capacity.
- Create your account with email or Google.
Projects & Clients
- Open the dashboard and create a new project.
- Attach the right client before you start work.
- Keep every file, note, and update inside the project.
Collaboration
- Invite members from workspace settings.
- Assign owner, admin, or member access based on responsibility.
- Use team chat for internal discussion.
Files & Messaging
- Upload files inside the project or storage section.
- Use messages to keep the latest context in one place.
- Share files from the project instead of sending attachments manually.
Invoices & Payments
- Create an invoice from the project or billing section.
- Add the correct payment details first.
- Send the invoice to the client once it is ready.
Client Portal
- Open a project and copy the portal link.
- Share the link with the client from Portlora.
- Clients can access updates, files, and messages through the portal.
Featured help image placeholder
Placeholder artwork area. Add a screenshot, illustration, or short GIF later.
Need more?
Keep support separate from getting started
The help page should stay focused on onboarding. For direct support, send users to the support page instead of turning this into a full documentation hub.
Open support