Offistack Client Portal Handoff (Onboarding)

Offistack Client Portal Handoff (Onboarding)

1. 01

   Confirm the agency's Offistack plan tier before creating the client account

   The Starter plan (₹499 one-time) caps at 50 clients and 3 team members with basic logo branding only. If the client needs full white-label branding, file approval workflow, or unlimited client accounts, the agency must be on the Freelancer plan (₹999 one-time) or above. Creating the account on the wrong tier means re-provisioning later.

2. 02

   Set the client's custom domain and upload the agency logo in the white-label branding settings

   Full white-label branding is gated to the Freelancer plan and above. On Starter, only a logo can be applied. Verify the domain resolves before the client sees the portal URL, since a broken branded domain is the first thing a client notices.

3. 03

   Create the client account and build the project folder structure

   Offistack supports unlimited client accounts on the Agency plan (₹2,499 one-time). Use a consistent folder naming convention across clients so the agency's delivery team can navigate any portal without re-learning the layout.

4. 04

   Upload sample deliverables and configure file approval workflows

   Approval workflows are available from the Freelancer plan upward. Walk the client through the approval action on a real file during the handoff call, not a demo file, so the client's first approval is a live one.

5. 05

   Set file-sharing permissions and advanced sharing controls per client

   Advanced sharing controls appear on the Starter plan and above. Decide whether the client can download, re-share, or only view. For legal and clinic clients, default to view-only until the engagement letter is signed.

6. 06

   Verify trash retention matches the client's data policy

   Retention is 7 days on Free Forever, 15 days on Starter, and longer on higher tiers. If the client has a document retention obligation, confirm the tier covers it before migrating live files.

7. 07

   Run a client-side walkthrough of the portal and hand over credentials

   Clients access the branded portal without creating a separate account or paying separately. Confirm the client can log in, see their files, and submit one approval before the agency marks the handoff complete.

8. 08

   Log the portal handoff in the agency's delivery tracker with the plan tier and renewal date

   Offistack's one-time pricing means there is no vendor renewal date to track, but the agency's own retainer renewal should be logged against the portal so the client touchpoint is not forgotten.