Client - Portal Dashboard

This article describes the features of the enhanced Client Portal URL dashboard, including how to understand user activities, generate magic links, and facilitate user access and communication.

Client Portal - How to set up

This article details how to set up and brand a custom domain for your client portal, providing a comprehensive guide on configuring DNS settings and personalizing the portal's appearance.

Client Portal - Notifications

This article explains how to access and manage notifications in the Client Portal, including details on viewing and interacting with notifications from all associated apps.

Client Portal - Single Sign On (SSO) and Magic Links

This article guides you on how to use SSO Magic Links within a client portal dashboard, detailing the process of generating and implementing these links for seamless user access.