Client Portal

How can my customers use the Client Portal?
The Client Portal is a one-stop digital hub designed to offer your customers an easy, streamlined, and interactive engagement with your business. This guide...
Tue, 17 Oct, 2023 at 5:49 AM
How to set up the Client Portal?
The client portal is a unified platform designed to provide seamless interactions between clients and their respective sub-accounts. It offers a secure spac...
Wed, 3 Jan, 2024 at 2:37 AM
Client Portal Dashboard
The new 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 ...
Mon, 23 Oct, 2023 at 10:43 AM
Client Portal - Single Sign On (SSO) and Magic Links
We are excited to introduce a groundbreaking feature in our client portal experience—Single Sign-On (SSO) Magic Links for individual client portal apps! Thi...
Mon, 8 Jan, 2024 at 8:27 AM
Notifications inside Client Portal
The Client Portal Notifications feature consolidates all notifications from the client portal and its associated child apps into a centralised location – th...
Tue, 23 Jan, 2024 at 11:10 AM