Client Portal

About Client Portal & How to Setup Client Portal

What is Client Portal?

This client portal is a centralised channel of communication between you and your customer, You will be able to host communities, courses, documents, affiliates, contracts, proposals, chats etc.

This is like a hub for your customers with your company.

Let's see how do we setup one...

Client Portal Dashboard

The Client portal dashboard gives you an overview of users invited/joined in the client portal and allows you to take certain actions like generating a magic link,Inviting a user to client portal or sending them login information via email

In this article

Client Portal URL

You can copy client portal url and send it to your clients. This URL is updated based on your custom domain selection

Invited Users Vs Joined Users

The invited users shows you the count of users that has been invited to the client portal by selecting the invite option from the action menu

Magic links will let your contacts directly log in to the client portal without needing them to log in. Magic links are useful when you send them over email or messages.

Note Magic links are generated at per contact level, if you want to use magic links as emails with workflow triggers please use the custom values available that will automatically fetch the required data and build the magic link.

Action 2- Invite to client Portal

You can invite new users to client portal by clicking on the invite action.You can either invite and already existing contact or enter an email address. The invitation will go from your default domain

Action 3- Login Email

login email sends an automatic email to your contacts with a quick login button.Your clients can use the login button in the email to login to the client portal with requiring them to enter their password

Note: You can select multiple contacts and send them login email together

Configure a custom domain for your client portal:

  1. Using the left sidebar, navigate to the Sites tab then the Client Portal section. Proceed to the "Domain Setup." area.

  2. Click on the option for a Custom domain and input your desired domain name.

  3. Before you can successfully set up an A or CNAME record, you must ensure that you have already configured your domain registrar to point to the specific IP address or server provided to you. This is an essential step in ensuring that your domain correctly refers to your server, enabling it to function properly.

    A Record, also known as an Address Record, maps your domain to an individual server IP address. On the other hand, a CNAME record, or Canonical Name record, is used to map your domain (or subdomain) to another domain name.

    Here's a step-by-step guide on how to add A records and CNAME records:

    • Login to your Domain Registrar's dashboard.

    • Navigate to the DNS settings.

    • Here, you will find an option to add a new record.

    • Select the type of record you want to add (A or CNAME).

    • Enter the details - for an A record, this would be the IP address

    • And for a CNAME record, this would be the target domain (make sure you only configure one record. Either A or Cname record)

    • Save your changes.

    Different registrars might have slight variations in the procedure, so here are some specific guides for popular registrars: GoDaddy




    Google Domains

  4. Once you have entered the DNS records in your Domain registrar, give it a reasonable time to propagate them (depending on your domain registrar), and click Update Domain.

While the following resources provide a good general overview, the exact time of DNS propagation can vary due to several factors, such as the TTL set for the DNS record, your ISP's update frequency, and geographical factors. Typically, it is suggested to allow between 24 to 48 hours for DNS propagation.

Siteground: "Understand DNS Propagation & Why it Takes so Long"

GoDaddy: "What factors affect DNS propagation time? | Domains"

HostGator: "Propagation Times | HostGator Support"

DomainKing.NG: "DNS Propagation – how long does it take?"

AccuWeb Hosting: "How long Nameservers propagation could take after ..."

Namecheap: "DNS Propagation – Explained - Domains"

Webcentral: "What is the standard DNS propagation period?"

Last updated