> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paypunch.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Portal Overview

> What the PayPunch client portal is, who uses it, and what owners, managers, and viewers can do at a client company.

The **client portal** is where the people at your business — the owners and managers
of a company that a bookkeeper serves — review the hours your employees worked and send
each pay period on for payroll. Your bookkeeper set up your company and added your
employees; your job each period is to make sure the hours are right and **submit** them.

<Note>
  **PayPunch is in beta.** Features and screens are actively evolving, so a label
  or button you see in the app may look slightly different here. If something
  doesn't match, [let us know](/resources/getting-support).
</Note>

## Who the portal is for

PayPunch follows a three-tier model: a **bookkeeping organization (admin)** manages many
**client companies**, and each client company has **employees** who track time. You log in
to the client portal as a member of one client company.

<Frame>
  <img src="https://mintcdn.com/paypunchio/_OTBJVy9gfwbmkZA/images/client/dashboard.png?fit=max&auto=format&n=_OTBJVy9gfwbmkZA&q=85&s=798373ec8bb0db676be86cea8a4e491c" alt="PayPunch client dashboard" width="1440" height="900" data-path="images/client/dashboard.png" />
</Frame>

## What you can do here

<CardGroup cols={2}>
  <Card title="Dashboard" icon="gauge" href="/client/dashboard">
    See the current pay period, deadline, pending tasks, and recent activity at a glance.
  </Card>

  <Card title="Timesheets" icon="clock" href="/client/timesheets">
    Browse each pay period and open it to review your team's hours.
  </Card>

  <Card title="Reviewing time" icon="magnifying-glass" href="/client/reviewing-time">
    Inspect, correct, and reject individual time entries before payroll.
  </Card>

  <Card title="Submitting payroll" icon="paper-plane" href="/client/submitting-payroll">
    Hand the approved period to your bookkeeper — the key client action each period.
  </Card>

  <Card title="Payroll summary" icon="file-invoice-dollar" href="/client/payroll-summary">
    Review and approve the summary your bookkeeper sends back.
  </Card>

  <Card title="Employees" icon="users" href="/client/employees">
    View your workforce and update basic employee details.
  </Card>

  <Card title="Reports" icon="chart-column" href="/client/reports">
    Pull hours and payroll data and export to CSV, Excel, or PDF.
  </Card>

  <Card title="Team (company users)" icon="user-gear" href="/client/company-users">
    Invite and manage who can sign in to your company portal.
  </Card>

  <Card title="Settings" icon="sliders" href="/client/settings">
    Manage company info, pay-period rules, and QuickBooks details.
  </Card>

  <Card title="Notifications" icon="bell" href="/client/notifications">
    Stay on top of approvals, deadlines, and payroll status updates.
  </Card>
</CardGroup>

## Roles and what they can do

Every person in your company portal has one of three roles. Your role controls which
actions you see.

| Role        | Badge   | What they can do                                                                                                            |
| ----------- | ------- | --------------------------------------------------------------------------------------------------------------------------- |
| **Owner**   | Owner   | Full access. Everything a manager can do, **plus** managing company users (inviting people, changing roles, deactivating).  |
| **Manager** | Manager | Can edit employees and timesheets, correct and reject time entries, submit payroll, approve summaries, and change settings. |
| **Viewer**  | Viewer  | Read-only. Can view dashboards, employees, timesheets, and reports, but cannot edit, submit, or approve anything.           |

<Note>
  Throughout this guide, actions limited to certain roles are flagged — for example,
  **Owner only** for inviting team members, or **Owner / Manager** for editing time and
  submitting payroll. Where no flag appears, any signed-in user (including a Viewer) can
  see the screen.
</Note>

## Signing in

You and your team sign in at **`https://paypunch.io/login`** with the email and password
from your bookkeeper's invitation. There's no separate client login page — the same login
serves admins and client companies and routes you to your company dashboard. See
[Logging in](/get-started/logging-in) for details.

## The pay-period loop

Most of your work follows one repeating loop each pay period:

<Steps>
  <Step title="Review">
    Open the period's [timesheets](/client/timesheets) and check each employee's entries.
  </Step>

  <Step title="Correct or reject">
    Fix bad punches or [reject entries](/client/reviewing-time) so employees can resubmit.
  </Step>

  <Step title="Submit">
    [Submit the period](/client/submitting-payroll) to your bookkeeper once all entries are approved.
  </Step>

  <Step title="Approve the summary">
    When your bookkeeper sends the [payroll summary](/client/payroll-summary) back, approve it to close the loop.
  </Step>
</Steps>
