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Creating Client Portals

Set up a branded portal for your client.

Portal Creation​

  1. Go to Portals
  2. Click Create Portal
  3. Select client
  4. Configure settings
  5. Invite users

Configuration​

Basic Settings​

  • Portal name
  • Welcome message
  • Default view

Features​

Enable/disable:

  • Reports
  • Content approval
  • Files
  • Communication
  • Invoices

Users​

Add client team members:

  • Email invitation
  • Permission level
  • Access duration

Next: Portal Customization →