PLATMETRIX My Workspace Client Portal

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Create engagement

First member is the lead owner. Everyone selected gets an email and a group-chat invite to the new engagement dashboard.
Pick what the client is buying. These route to the Engagement Admin as the go-live checklist — each starts locked until its deposit clears.

New chat

Task

Assign a task

Respond to lead

Schedule with lead

The lead is added as a guest; Google sends the calendar invite. Use .ics for Outlook/Apple.

New appointment