SMD CLIENT PORTAL

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.

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.

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.