WELCOME TO YOUR

SMD CLIENT PORTAL

SMDCREATIVE
SOLUTIONSSign in

Install SMD Client Portal

Complete your invitation and create your login first. Installation is optional. An internet connection is required, and you may need to sign in again in the installed app.

If your browser offers an install prompt, an Install button will appear here. You can also use the instructions below.

Android · Chrome

  1. Open this portal in Chrome using a normal tab.
  2. Tap Install SMD Client Portal above when available, or open Chrome’s three-dot menu and look for Install app or Add to Home screen.
  3. Confirm Install or Add. Open the SMD icon from your home screen or app list.

iPhone / iPad · Safari

  1. Open this portal in Safari.
  2. Tap Share (or the page menu, then Share), then Add to Home Screen.
  3. If Open as Web App is shown, turn it on. Keep the SMD name and tap Add.

Computer · Chrome or Edge

  1. Open the portal in Chrome or Edge.
  2. Use the Install button above when available, or the browser’s address-bar install icon or app-install menu.
  3. Confirm installation. Find SMD Client Portal in your computer’s apps; pin it to your taskbar or Dock if you like.

No install option? Open the portal in your main browser instead of an email app’s built-in browser. Installation may be unavailable in Incognito/private browsing. If it is already installed, open its existing icon. You can always use the portal in your browser.

WELCOME TO SMD

Help & Guide

Getting started

What should I do first after signing in?

  1. Open Overview and choose your project in Let’s get your project started.
  2. Select Submit requirements PDF. Under Files → Requirements, choose that project and upload a PDF describing the services you need, goals, expected deliverables, timeline, and examples.
  3. Return to Overview and select Upload project assets to share the project’s logos, photographs, brand guidelines, and other materials.
  4. Your checklist shows Submitted and Uploaded when files are received. SMD review is a separate status for the latest requirements PDF.
  5. Your SMD team reviews your information and prepares a service agreement for review under Approvals.

Each project has its own checklist. Choose a project when uploading assets; Workspace general files do not complete a project’s checklist.

How do I join my workspace?

  1. Open the invitation email from SMD and follow its link.
  2. Select Continue securely to verify your email and open account setup.
  3. Choose and confirm your password, then select Create my login & open workspace.
  4. Use Overview for recent activity, Projects for conversations, Files for requirements, assets and reports, Approvals for decisions, and Invoices for billing documents.

New accounts are invitation-only. If you already have an account, use Sign in; if prompted, select Complete account setup.

Install app & return to your portal

How do I install SMD Client Portal?

  1. Complete your invitation and account setup first. Installation uses your existing account.
  2. Select Install app at the top of the portal, or use the Install SMD Client Portal link in your invitation email.
  3. On the installation guide, select Install SMD Client Portal when the button is available. Otherwise, follow the guide for Android, iPhone / iPad, or your computer.
  4. Confirm installation, then open the SMD icon from your home screen or computer’s apps.

Installation is optional. The portal needs an internet connection. Its notifications appear inside the portal; installation does not enable phone or desktop push alerts.

What if there is no Install button, or I need to sign in again?

  1. Open the portal in your main browser using a normal tab, rather than inside your email app or in Incognito/private mode.
  2. Follow the device instructions on the installation page. If already installed, use the existing SMD icon; Install app is hidden when you are using the installed app.
  3. The SMD welcome screen leads into the portal. If asked to sign in, use the email address and password already connected to your workspace.
  4. You can always return through the portal website if installation is unavailable.
Account & access

How do I sign in or reset my password?

  1. Open the SMD icon if installed, or return to the portal sign-in page. Use the email address connected to your invitation and select Sign in.
  2. If you have forgotten your password, select Forgot your password? on the sign-in page, enter that email address, and select Email reset instructions.
  3. Follow the reset email, choose and confirm your new password, then select Save password & sign in.

Use a password of 12–128 characters. Never share your password in project messages.

How do I sign out or resolve an access problem?

  1. Select Sign out at the top of the portal when you finish.
  2. If an invitation has expired or your workspace is unavailable, contact your SMD team for help.
  3. A file link only works for an account with access to that workspace. Sign in using the email address invited to that workspace.

Still need help? Ask your SMD team in Projects → Open conversation. If you cannot sign in, contact SMD using your usual contact details.