Getting started
Signing in, roles, and a tour of the workspace.
Signing in
- Client portal –
/login. Your company's users sign in with email and password. - Platform admin ("Boss") portal –
/boss/login. For Bloomgard operators only; see Platform admin.
New users are created by a workspace Manager or Admin from Settings → User Access (see Settings). A Manager can also issue a password reset for a user.
Roles and what they see
| Role | Sees | Can do |
|---|---|---|
| Admin / Manager | Every quote in the workspace | Everything, plus user management, Master Data, field configuration, AI Settings, quote template. |
| Agent (sales user) | Only the quotes they created | Create and edit their own quotes, use Inbox and AI actions, set their own profile and forwarding address. |
The workspace
The left sidebar has seven views plus the AI assistant:
- Dashboard – totals, your contribution, recent activity, AI charts.
- Quotes – the pipeline of quotations; create a new one from here.
- Inbox – client email, AI actions, reply and compose.
- Follow ups – quiet quotes scored Hot / Warm / Cold.
- Lead Gen – enquiries that are not yet quotes.
- Docs – the Document Library of generated quote PDFs.
- Settings – a list of configuration screens.
- Bloomgard AI – chat assistant over your data.
First-day checklist for a workspace admin
Settings → Your Profile
Set your full name, job title, phone (and optional sign-off). The AI signs replies with this.
Settings → Master Data
Import or type your product catalogue.
Settings → Email Settings
Set your personal forwarding address and set up forwarding in Gmail/Outlook (Email setup).
Settings → AI Settings
Choose tone and add instructions (AI assistant).
Settings → User Access
Add your team.
Test it
Create a test quote and send it to yourself.