How to Use Client Cove

This guide walks you through a typical Client Cove experience from start to finish. Whether you log in daily or check in weekly, these workflows will help you stay on top of everything.

Logging In

  1. Navigate to your portal URL
  2. Enter your email and password
  3. Complete two-factor authentication if enabled
  4. You will land on your personalized dashboard

Bookmark your portal URL for quick access. Your service provider can remind you of the URL if you have lost it.

Your Daily Workflow

Here is a recommended routine for staying up to date:

  1. Check the Activity Feed — See what has changed since your last visit
  2. Review Open Tickets — Check for any updates or responses
  3. Check Messages — Reply to any unread conversations
  4. Review Shared Files — See if any new documents have been uploaded
  5. Read Announcements — Stay informed about important updates

Working with Tickets

Tickets are your primary way to request support or report issues.

Creating a Ticket

  1. Click Tickets in the sidebar
  2. Click New Ticket
  3. Fill in the subject, description, and priority
  4. Attach files if needed
  5. Click Submit

Responding to a Ticket

  1. Open the ticket from your ticket list
  2. Type your response in the comment box
  3. Attach files if relevant
  4. Click Send

Closing a Ticket

When your issue is resolved, you can close the ticket by clicking Mark as Resolved. You can reopen it later if needed.

Managing Files

Uploading Files

  1. Go to Files in the sidebar
  2. Click Upload or drag files into the upload area
  3. Choose a destination folder
  4. Click Upload

Downloading Files

Click on any file to preview it, then click Download to save it to your device.

Organizing Files

  • Create folders to group related documents
  • Use descriptive file names
  • Move files between folders using drag-and-drop

Communicating with Your Team

Starting a Conversation

  1. Go to Messages in the sidebar
  2. Click New Message
  3. Select the recipient(s)
  4. Type your message and click Send

Replying to Messages

Open any conversation to see the full thread. Type your reply at the bottom and click Send.

Staying Organized

  • Use folders for files — Group by project, date, or type
  • Label tickets clearly — Use descriptive subjects so your team understands the issue
  • Archive completed work — Keep your active view clean by archiving resolved tickets
  • Set notification preferences — Get alerts for what matters, without the noise

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