Onboarding
A first-look orientation covering how to log in, what each section of the portal does, and where to go for help.
The Sun Locke Client Portal is your command center for managing all aspects of your client relationships with Sun Locke. From the moment you log in with your credentials, you'll have access to projects, deliverables, timelines, approvals, and more, depending on your role and permissions.
- Go to the Sun Locke Client Portal login page.
- Enter your email address and password.
- Click the Sign In button.
- If your organization has Multi-Factor Authentication (MFA) enabled, you'll be prompted to verify your identity with a second method.
If you've just been invited, check your email for a setup link. Click it to create your password and complete onboarding before your first login.
The sidebar on the left side of your portal contains all the key areas you'll use. Here's what each does:
- Dashboard: Your home base showing active projects, upcoming deadlines, announcements, and approval queues.
- Projects: View and manage all active and past projects organized by status.
- Tasks: See individual work items assigned to you or your team.
- Deliverables: Track all work products, timelines, and approval status.
- Timeline: Visualize project schedules and key milestones.
- Handbook: Access your organization's reference guides and templates.
- Resources: Find asset libraries, toolkits, and shared files.
- Toolkit: Quick-access guides and utilities for your role.
- Marketing Intelligence: Analytics, insights, and campaign performance data.
- Billing: View invoices and payment status (if you have billing permissions).
- Support: Submit support tickets and track issue resolution.
- Settings: Update your profile, notification preferences, and dashboard layout.
- Help Center: Browse articles and find answers to common questions.
- Notifications: View alerts about approvals, deadlines, and activity updates.
- Approvals: Review and approve work (if you have approval permissions).
- Users: Manage team members and permissions (admin only).
- Security: Monitor login activity and manage authentication settings (admin only).
If you're looking for answers, there are a few places to check first:
- Click Help Center in the sidebar to search articles by topic.
- Check the Handbook section for organization-specific guidance.
- Look for inline help icons (marked with a question mark) on portal pages that explain individual features.
- Click Support to submit a ticket or view the status of existing requests.
If you're brand new to the portal, start with Setting Up Your Account During Onboarding to complete your profile and get access. If you're an admin, read Getting Started as an Account Admin to learn how to invite team members and manage permissions. For everyone else, take a look at your Dashboard to see what projects and work are ready for you.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
Ready when you are
Book a call and we'll map the fastest path from where you are to booked, paying work.