Quantum Portal — Client Guide

Everything you need to know about using your Quantum portal. Step-by-step instructions for every feature, organized by section.

🚀 Getting Started — Login & First Steps

Your Quantum portal is a private, secure dashboard where you can manage everything about your relationship with 69dynamics.

How to Log In

  1. Go to https://69dynamics.in/portal.html in your browser (Chrome recommended).
  2. Click "Sign in with Google" to log in using your Google account.
  3. Use the same email address that was shared with 69dynamics during onboarding. Only authorized emails can access the portal.
  4. After signing in, you'll land on the Dashboard — your main overview screen.
💡 Tip: Bookmark the portal URL for quick access. You can also install it as a PWA (Progressive Web App) by clicking "Install" in your browser's address bar.

First Time? Here's What to Do

  1. Check your Dashboard for project progress and recent activity.
  2. Visit Notes to see any messages from the team.
  3. Browse Documents for any shared files.
  4. Check Quotations to review and accept pending quotes.
  5. Explore the Brand Vault to see your brand assets.

📊 Dashboard

The Dashboard is your home screen. It shows a quick snapshot of everything happening across your account.

What You'll See

  1. Stat Cards — Active projects, pending milestones, open invoices, and other key numbers at the top.
  2. Quick Access Cards — Clickable cards that jump directly to Notes, Tasks, Documents, Quotations, Support, and more.
  3. Recent Activity — A timeline of the latest actions on your account.
💡 Tip: Click any stat card or quick-access card to jump directly to that section. Numbers update in real-time.

💬 Notes

Notes is your primary messaging channel with the 69dynamics team. All conversations happen here.

How to Use Notes

  1. Go to Communication → Notes in the sidebar.
  2. You'll see all existing notes sorted by date (newest first).
  3. To write a new note, type your message in the text box at the top and click "Add Note".
  4. Your note is instantly visible to the 69dynamics team (real-time sync).
  5. Team responses will appear in the same thread with a different color indicator.
💡 Tip: Use Notes for project updates, questions, file requests, and any communication. It's faster than email and everything is tracked.

📁 Documents

Documents stores all files shared between you and the team — logos, deliverables, reports, PDFs, and more.

How to Access Documents

  1. Go to Communication → Documents in the sidebar.
  2. Browse the list of uploaded files. Each shows the file name, type, upload date, and uploader.
  3. Click on any document to view or download it.
  4. Files are organized chronologically — newest uploads appear first.
📝 Note: If you need to share a file with the team, mention it in Notes and our team will set up the upload. Large files are supported via Cloud Storage.

🔔 Notifications

Quantum sends you real-time notifications for important events.

Types of Notifications

  1. New Note Added — When the team posts a note for you.
  2. Document Uploaded — When a new file is shared.
  3. Invoice Generated — When a new invoice is ready.
  4. Milestone Completed — When project work reaches a milestone.
  5. Announcement Posted — Important company-wide updates.

Enable Push Notifications

  1. You may see a prompt asking to "Enable Notifications" — click Allow.
  2. If you missed the prompt, go to Account → Notifications to enable them.
  3. You'll receive browser push notifications even when the portal tab is closed.

✅ Tasks

Tasks shows all work items assigned to your projects. Track what's being done and what's completed.

How to View Tasks

  1. Go to Project → Tasks in the sidebar.
  2. Tasks are grouped by project. Each task shows its title, status, priority, and due date.
  3. Status indicators: Pending (upcoming), In Progress (being worked on), Completed (done).
  4. Priority levels: Low (gray), Medium (yellow), High (orange), Urgent (red).
📝 Note: Tasks are managed by the 69dynamics team. You can view all tasks assigned to your projects but cannot modify them directly. Use Notes to discuss task-related questions.

🏁 Milestones

Milestones are major checkpoints in your project journey. Each one represents a significant deliverable.

How Milestones Work

  1. Go to Project → Milestones in the sidebar.
  2. View all milestones for your projects, sorted by due date.
  3. Each milestone shows: title, project name, due date, status, and completion percentage.
  4. When a milestone is completed, it may automatically trigger an invoice if linked to a billing schedule.
💡 Tip: Milestones give you a high-level view of project progress. Combine this with the Service Roadmap for a complete picture.

📋 New Requests

Submit new project requests or service change requests directly from the portal.

How to Submit a Request

  1. Go to Actions → New Request in the sidebar.
  2. Click "New Request" button.
  3. Fill in the request details: title, description, priority, and project (if applicable).
  4. Click Submit. Your request goes to the team for review.
  5. Track the status of your request in the same section — Pending, Approved, or Declined.

🔍 Reviews

Review deliverables submitted by the team and provide your approval or feedback.

How to Review Work

  1. Go to Actions → Reviews in the sidebar.
  2. You'll see deliverables submitted for your review with preview links.
  3. Review each item and either Approve or Request Changes.
  4. If requesting changes, add your notes explaining what needs to be modified.
  5. The team will revise and resubmit for another round of review.

📈 Analytics

View campaign performance data and website analytics (for digital marketing clients).

What's Available

  1. Go to Overview → Analytics in the sidebar.
  2. View key metrics like visitors, conversions, click-through rate, and campaign spend.
  3. Data is updated regularly by the team with latest campaign performance.

💰 Quotations

View and respond to price quotations sent by the team.

How to Handle Quotations

  1. Go to Finance → Quotations in the sidebar.
  2. View all quotations — each shows title, amount, date, and status.
  3. Click on a quotation to see full details: line items, pricing, terms, and validity.
  4. Click "Accept" to approve the quotation, or "Decline" if not proceeding.
  5. Accepted quotations may automatically generate a project and contract.
💡 Tip: Quotations have a validity period. Accept them before the expiry date to lock in the pricing.

🧾 Invoices

View all invoices generated for your account.

Understanding Your Invoices

  1. Go to Finance → Invoices in the sidebar.
  2. Each invoice shows: invoice number, amount, date, due date, and status (Paid/Unpaid/Overdue).
  3. Click an invoice to view full details and line items.
  4. Some invoices are auto-generated when project milestones are completed.

📄 Contracts

View and manage your service agreements.

How to View Contracts

  1. Go to Finance → Contracts in the sidebar.
  2. See all contracts: title, start date, end date, value, and status.
  3. Click to view the full contract terms, scope, and deliverables.
  4. Active contracts show a green indicator. Expired ones are grayed out.

💳 Payments

Track all payments made to 69dynamics.

Payment History

  1. Go to Finance → Payments in the sidebar.
  2. View a complete ledger of all payments: date, amount, method, reference, and status.
  3. Payments are automatically recorded when processed by the team.
  4. Filter by date range or status to find specific transactions.

🎨 Brand Vault

Your centralized brand asset library. All your logos, colors, fonts, and media files in one place.

How to Use the Brand Vault

  1. Go to Brand & Strategy → Brand Vault in the sidebar.
  2. Browse your brand assets organized by category: Logo, Color Palette, Typography, Social Media, Template, Photography, and Other.
  3. Use the category filter buttons at the top to show only assets of a specific type.
  4. Each asset card shows a thumbnail preview, name, category, and upload date.
  5. Click an asset card to view or download the full-resolution file.
💡 Tip: Whenever you need your logo, brand colors, or social media templates — check the Brand Vault first. It's always up to date.

🗺️ Service Roadmap

A visual, interactive timeline showing every phase of your engagement — past, present, and future.

Reading Your Service Roadmap

  1. Go to Brand & Strategy → Service Roadmap in the sidebar.
  2. You'll see a vertical timeline showing all project phases in order.
  3. Each phase shows: title, description, status (Planned / Active / Completed), date range, and team notes.
  4. Status icons: ⏳ Planned (upcoming), 🔵 Active (in progress), ✅ Completed.
  5. Expand any phase to see its deliverable checklist — individual items with done/pending indicators.
💡 Tip: The Service Roadmap gives you full visibility into what has been done, what's happening now, and what's coming next. No surprises.

📈 ROI Tracker

Track the actual return on investment for every campaign and service.

Understanding Your ROI Data

  1. Go to Brand & Strategy → ROI Tracker in the sidebar.
  2. View summary cards at the top: Total Invested, Total Returns, Overall ROI %, and Active Campaigns.
  3. Each metric card below shows: campaign/service name, investment, returns, ROI percentage, date, and status.
  4. Use the service filter to view ROI for specific service types (Web, Marketing, Design, etc.).
  5. Green ROI means positive returns. Red means the campaign is still building value.
📝 Note: ROI data is updated by the team as campaigns progress. Check regularly to see how your investments are performing.

🤝 Collaboration Board

Your shared workspace for ideas, revision requests, questions, and references. A direct line to the creative team.

How to Use the Collaboration Board

  1. Go to Brand & Strategy → Collaboration in the sidebar.
  2. View all your submitted items. Each shows title, type, priority, status, and any team response.
  3. Click "+ New Item" to submit something new.
  4. In the form, fill in: Title, Type (Idea / Revision / Question / Reference / Feedback), Priority, and Description.
  5. Optionally attach a file URL for reference materials (images, links, etc.).
  6. Click "Submit" — the team will review and respond.
  7. When the team responds, you'll see their response and the updated status on the item card.
💡 Tip: Use the Collaboration Board when you have ideas, inspiration references, or specific revision requests. It keeps everything organized and tracked — much better than scattered WhatsApp messages.

🏭 Supply Chain Overview

For product and distribution clients — a complete supply chain management dashboard.

What's Available

  1. Go to Supply Chain → Overview in the sidebar.
  2. View key supply chain metrics: total orders, pending shipments, products, and revenue.
  3. This section is only visible for clients with product/distribution partnerships.

🚚 Order Updates

Track every order from placement to delivery.

Tracking Your Orders

  1. Go to Supply Chain → Order Updates in the sidebar.
  2. Each order shows a step-by-step fulfillment stepper: Order Placed → Processing → Shipped → Delivered.
  3. View order details: order number, items, total, dates, and current status.
  4. Orders update in real-time as the fulfillment team progresses through each stage.

📦 New Product Submission

Submit new products for listing in the distribution network.

How to Submit a New Product

  1. Go to Supply Chain → New Product in the sidebar.
  2. Fill in product details: name, description, category, pricing, and images.
  3. Submit for review. The team will evaluate and add it to the catalog.

🎫 Support Tickets

Raise issues, report bugs, or ask for help. Every ticket is tracked until resolved.

How to Create a Support Ticket

  1. Go to Support → Support Tickets in the sidebar.
  2. Click "New Ticket".
  3. Fill in: Subject, Description (be as detailed as possible), and Priority.
  4. Submit. The support team will review and respond.
  5. Track ticket status: Open → In Progress → Resolved.
💡 Tip: For urgent issues, use the "Urgent" priority level. For general questions, use Notes instead — it's faster.

📢 Announcements

Company-wide updates, new feature announcements, and important notices.

How to View Announcements

  1. Go to Support → Announcements in the sidebar.
  2. Browse all announcements sorted by date.
  3. New unread announcements show a notification dot on the sidebar.
  4. Click any announcement to read the full details.

⭐ Feedback

Share your experience and rate our services.

How to Leave Feedback

  1. Go to Support → Feedback in the sidebar.
  2. Select a star rating (1–5 stars).
  3. Optional: Add a written comment about your experience.
  4. Submit. Your feedback helps us improve our services for you.

📅 Calendar

A shared calendar showing meetings, calls, demos, deadlines, and important dates.

How to Use the Calendar

  1. Go to Scheduling → Calendar in the sidebar.
  2. View the monthly grid with event counts on each date.
  3. Click on a date to see all events scheduled for that day.
  4. Event types include: Meeting, Call, Demo, Deadline, and Other.
  5. Navigate between months using the arrow buttons.
  6. Upcoming events are also shown in a list below the calendar.

👥 Team Members

Add and manage your team's access to the portal. Let colleagues view or collaborate.

How to Manage Team Members

  1. Go to Team → Team Members in the sidebar.
  2. View all added team members with their email, role, and status.
  3. Click "+ Add Member" to invite a new team member.
  4. Enter their email, name, and assign a role:
    • Viewer — Can see everything but can't make changes.
    • Editor — Can view and submit items (notes, requests, feedback).
    • Manager — Full access including team management.
  5. Team members log in with Google using the email you registered for them.
📝 Note: The primary account holder (you) always has full Manager access. Added team members have the role you assign.

🧠 AI Insights

Gemini-powered AI analysis of your projects, market position, and growth opportunities.

How to Use AI Insights

  1. Go to Intelligence → AI Insights in the sidebar.
  2. Click "Generate Insights" to request a fresh AI analysis.
  3. The AI analyzes your project data, market trends, and performance metrics.
  4. Receive actionable recommendations tailored to your business situation.
  5. Insights cover: growth opportunities, competitive positioning, content strategy, and optimization suggestions.

📊 Custom Reports

Build custom reports from your portal data and export them.

How to Generate Reports

  1. Go to Intelligence → Reports in the sidebar.
  2. Select the data type you want to report on (tasks, milestones, invoices, etc.).
  3. Apply date filters and other criteria.
  4. Click "Generate" to build the report.
  5. Export as needed for your records.

⚙️ Account Settings

Manage your profile, notification preferences, and view activity history.

Available Settings

  1. Click your profile picture or Account in the sidebar.
  2. Profile — View your account email, name, and company details.
  3. Notifications — Enable/disable push notifications and email alerts.
  4. Activity Log — View a complete chronological log of every action on your account.
  5. Sign Out — Click the logout button to securely sign out.

✅ Deliverable Approvals

Review completed work from the 69dynamics team and approve, request revisions, or reject deliverables directly from your portal.

How It Works

  1. Navigate to Deliverable Approvals in the sidebar. You'll see a list of deliverables submitted for your review.
  2. Each deliverable shows a title, description, status badge, and attached files you can download.
  3. Click Approve ✅ to accept, Request Revision 🔄 to ask for changes, or Reject ❌ to decline.
  4. Add an optional comment explaining your feedback (especially useful for revision requests).
  5. The full action history is tracked — you and the team can see every approval, revision, and rejection with timestamps.
💡 Tip: Be specific in revision comments so the team can address your feedback accurately in the next version.

✍️ Document Signing

Electronically sign contracts, agreements, and other documents without printing or scanning.

Signing a Document

  1. Go to Documents → Pending Signatures tab to see documents awaiting your signature.
  2. Click View & Sign to open the document preview with the signature pad.
  3. Draw your signature using your mouse or finger (on touchscreen) in the signature area.
  4. Click Submit Signature — the signed document is stored securely and the team is notified.
  5. View all signed documents in the Signed tab for your records.

📥 Data Export

Download your project data as CSV files for offline analysis, reporting, or record-keeping.

Exporting Data

  1. Navigate to the Data Export section from the sidebar.
  2. Choose the data type to export: Tasks, Invoices, Milestones, or Activity Log.
  3. Click the Export CSV button — a file downloads immediately to your device.
  4. Open the CSV in Excel, Google Sheets, or any spreadsheet application.
📌 Note: Exports include all data visible to your account. Archived or deleted items are not included.

💳 Online Payments (Razorpay)

Pay invoices directly from your portal using UPI, credit/debit cards, net banking, or digital wallets — powered by Razorpay.

Making a Payment

  1. Go to Invoices and find an unpaid invoice with a Pay Online button.
  2. Click Pay Online — the Razorpay checkout popup opens.
  3. Choose your preferred payment method: UPI, Card, Net Banking, or Wallet.
  4. Complete the payment. On success, the invoice status changes to Paid automatically.
  5. A payment confirmation appears with the Transaction ID for your records.
🔒 Secure: All payments are processed securely by Razorpay (RBI-compliant). 69dynamics never stores your card or banking details.

📚 Guides & Documentation

Access detailed tutorials and guides directly from within the portal for quick reference.

Available Guides

  1. Click Guides in the sidebar to see all available documentation.
  2. Portal Guide — The complete Quantum Portal feature guide (this document's parent).
  3. Campaign Guide — Best practices for running digital marketing campaigns.
  4. Digital Marketing Guide — Comprehensive overview of digital marketing strategies.
  5. Guides open in a new tab so you don't lose your place in the portal.

❓ Frequently Asked Questions

I can't log in. What should I do?

Make sure you're using the same Google account email that was registered during onboarding. If you've changed emails, contact the 69dynamics team to update your access.

I don't see some menu items (like Supply Chain).

Menu visibility depends on your account type. Digital services clients see Actions & Analytics. Product clients see Supply Chain. If you need access to a hidden section, contact our team.

How do I share the portal with my team?

Go to Team → Team Members and add their email addresses. They'll be able to log in with Google Authentication using those emails.

Are my files and data secure?

Yes. Quantum is built on Google Firebase with strict security rules. Your data is encrypted in transit and at rest. Only you and authorized 69dynamics admins can access your information.

Can I use the portal on my phone?

Yes. The portal is fully responsive and works on all devices. For the best mobile experience, install it as a PWA (Progressive Web App) — your browser will prompt you to "Add to Home Screen".

Who do I contact for help?

Use the Notes section for quick questions, Support Tickets for formal issues, or email ask@69dynamics.in directly.

How often is data updated?

Everything syncs in real-time. The moment the team makes a change, you'll see it instantly. No need to refresh.

🚀 Enhancement Roadmap

Exciting new features coming to your Quantum Portal — automatically updated!

Loading enhancements…

Quantum Portal Client Guide © 2025 — 69dynamics

Last updated: March 2026