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ClientOS portal dashboard is part of SelfRun ClientOS. View the role-specific home screen for your client, learner or applicant account. This guide takes you through it in 3 short steps.
Where it fits in your work — Invite or register. People join with self-service sign-up or an invitation.
FAQs
About ClientOS portal dashboard and SelfRun ClientOS.
Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to SelfRun ClientOS.
Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.
No. ClientOS portal dashboard comes with the SelfRun ClientOS product, and every product is included in every plan.
SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.
No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.
Yes. The Free plan is free forever and includes every product and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.
Step 1
Open SelfRun ClientOS
Sign in and open the SelfRun ClientOS product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
Step 2
Open ClientOS portal dashboard
The mapped screen route is /clientos. Open it in the signed-in SelfRun ClientOS app.
Step 3
Use ClientOS portal dashboard
View the role-specific home screen for your client, learner or applicant account. The exact actions shown can depend on your role and the records available in your workspace.
Open SelfRun ClientOS → Open ClientOS portal dashboard → Use ClientOS portal dashboard
SelfRun SprintOS
Project progress for clients.
SelfRun Cohort AI
The student experience.
SelfRun EvalIQ
Where tests are taken.
SelfRun CashFlow AI
Invoices and online payment.
SelfRun ClientOS replaces client, student & applicant portals and runs independently with its own sign-in and database.
Clients
See projects, milestones, invoices and documents; pay online.
Students
Follow their program, schedule, assignments, tests and certificates.
Applicants
Track their application, interviews and assessments.
Your team
Manage portal users and see what they do.
