Client PortalDocumentation

This project is being set up. We're determining the scope, identifying pages to test, and preparing to begin the accessibility audit. No action needed from you yet.

Our team is actively working on this project! Testing is underway and bugs are being identified and fixed. You'll see the "Bugs Found" number change as we discover and resolve problems.

The initial remediation is done! We've fixed the main bugs and are now continuously watching your site for any new problems that might pop up. We'll alert you if something new is found.

The accessibility program for this project has been completed. All contracted work is finished. You can still view all historical data and reports.

Work on this project has been temporarily paused. This could be due to a website redesign, budget considerations, or other business reasons. Work will resume when ready.

Bugs Tab

This shows all the accessibility problems found on your website, organized by category (Screen Reader, Keyboard, etc.). You can:

• Click on any bug to see exactly where it is and how to fix it
• Filter bugs by status (Open, In Progress, Resolved)
• Search for specific bugs using the search box

URLs Tab

This lists every page on your website that's being monitored. You can see:

• The full URL of each page
• How many bugs each page has
• Whether the page has been tested and remediated

Option 1: From the Dashboard

Click on any project card on your dashboard, then click the "Bugs" tab to see all bugs for that project.

Option 2: From the Projects Page

Go to Projects → Click on a project → Click the "Bugs" tab.

The bug has been fixed and verified. You can check it off your list! The fix has been implemented on your website.

This bug requires action from your team or needs further review. There may be a question about how to resolve it, or it might need input from your developers.

This bug is caused by a third-party component, plugin, or service that you don't control (like an embedded widget, social media plugin, or external tool). These often require contacting the vendor or finding an alternative solution.

Executive Summary

This is the "TL;DR" (too long; didn't read) section. It gives a high-level overview of your accessibility status in 1-2 paragraphs. Perfect for executives who just want the highlights.

Bug Breakdown

Charts and numbers showing how many bugs were found in each category (Screen Reader, Keyboard, etc.) and their severity levels. Helps you understand what types of problems are most common.

Progress Tracking

Shows how you're doing compared to last month. Are bugs going down? How many pages have been fixed? This section shows your improvement over time.

Recommendations

A prioritized list of what should be fixed next. We rank bugs by importance so you know where to focus your efforts.

This is a standardized form that describes how accessible your product is. It goes through each accessibility requirement and explains if you meet it, partially meet it, or don't meet it.

A comprehensive overview of bugs found, resolutions made, and remediation evidence with documentation of your accessibility program progress.

Pre-prepared responses for legal challenges. Includes evidence of your remediation efforts, timelines, and good-faith progress.

Ongoing accessibility maintenance reports showing continuous monitoring, maintenance activities, and improvement.

Comprehensive accessibility audit findings documenting the full results of accessibility testing on your site.

An action plan for fixing accessibility bugs, including timelines, priorities, and recommended approaches.

Use this only for true emergencies, like responding to a legal demand letter or a compliance deadline. We'll prioritize this above all other work. Expected turnaround: 1-2 business days.

For important business needs, like a procurement deadline or customer request. Expected turnaround: 3-5 business days.

Standard requests without a tight deadline. Expected turnaround: 5-7 business days.

Nice-to-have documentation with no deadline. We'll get to it when we can. Expected turnaround: 7-10 business days.

We've received your document and someone on our team will review it soon to confirm the scope and pricing.

Your document has been reviewed and approved. It's now in the queue waiting for a remediation specialist.

A specialist is actively working on making your document accessible. This is where the magic happens!

Your accessible document is ready! You'll see a download button to get the remediated file.

The document couldn't be processed. This is rare, but might happen if the file is corrupted, in an unsupported format, or has other issues. We'll explain the reason and you can resubmit.

To change someone's role or project access:

1. Find the person in your team list
2. Click the three-dot menu icon (⋯) on the right side of their row
3. Select "Edit" from the dropdown menu
4. Change their role or project assignments as needed
5. Click "Save"

To remove someone from the team:

1. Click the three-dot menu icon (⋯) next to their name
2. Select "Remove" from the dropdown
3. Confirm that you want to remove them

Note: Removed members immediately lose access and would need a new invitation to return.

To resend an invitation:

If someone didn't receive the invitation email or it expired:

1. Find the pending invitation in your team list (look for "Pending" status)
2. Click the three-dot menu (⋯)
3. Select "Resend Invitation"

Something technical is broken or not working correctly. Use this if you're having problems with the portal itself, error messages, or features not behaving as expected.

Example: "I click Download on my report but nothing happens"

Questions about your invoice, pricing, payments, or subscription.

Example: "I have a question about the charge on my latest invoice"

You have a question or need clarification about something. Use this for "how do I..." questions or to understand something about accessibility or the portal.

Example: "How do I share a report with someone outside my company?"

You have an idea for something new or an improvement. We love hearing suggestions!

Example: "It would be helpful to filter issues by date range"

You found a bug or error in the portal. Different from a technical issue - this is specifically for reporting software defects.

Example: "The date shows incorrectly on my reports"

Anything that doesn't fit the categories above.

We've received your ticket and it's in our queue. Someone will look at it soon.

A team member is actively working on your request. You may receive follow-up questions in the ticket conversation.

Your issue has been addressed and a solution has been provided. Review the response and let us know if you need further assistance.

The ticket has been closed. You can still view it for reference, or create a new ticket if you need further help.

When accessibility bugs on your site are resolved, or if new bugs need your attention.

When your monthly report is ready to download, you'll get a notification so you know to check it out.

When a document you requested from the Evidence Locker or Document Remediation is ready.

When someone new joins your team or when a team member is removed.

When our team responds to your support ticket or needs more information from you.

Quick Navigation

When you open search, you'll see quick links to Status, Projects, Reports, Evidence Locker, and Remediation. Just press Enter to navigate directly.

Search Everything

Start typing to search across all your projects, tickets, and reports. Results appear as you type, and you can use arrow keys to navigate through them.