Client Portal

5 articles

Help Center Client Portal
Client Resources
The Resources section of the client portal lets you share files, documents, and links with clients.Uploading ResourcesFrom the client detail...
Creating a Project Template
A project template is a reusable blueprint for the way you set a client up — a website build, a new-client onboarding, a monthly retai...
Setting Up a New Client from a Template
This is the fastest way to bring someone on board. Pick a template, type their name, and their whole portal — categories, projects, ch...
Starting a Project from a Template
Once you have built a project template, there are two ways to use it. To bring a brand new client on board, see Setting Up a New Client from...
What Shows Up in Latest Activity
Latest Activity is the running record of everything happening in a portal, newest first, grouped by day. It appears on the portal dashboard,...

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