Client Portal

Getting Started & Core Usage

  • How can my customers use the Client Portal?

  • How to set up the Client Portal?

  • Client Portal Dashboard

Documents, Invoices & Estimates

  • Upload Documents Through the Client Portal

  • Client Portal - Invoice, Estimate & Contract Notifications

  • View and Manage Estimates in the Client Portal

Courses, Assignments & Notifications

  • How to Use Assignments in Courses

  • Customise Course Notification Preferences in Client Portal

  • Notifications in Client Portal Settings

  • Client Portal App - Custom mobile app notifications

Subscriptions & Access

  • Subscription Management in Client Portal

  • Set Up SSO Magic Links in Fortunyx Client Portal Apps

Communities & Groups

  • Give community groups access via Contacts

Branding & Builder

  • ClientPortal Builder Enhancement Pack

  • Client Portal Dashboard Revamp and Associated Contracts

  • Client Portal Branded Mobile App: Setting up branding of your app

  • client portal permissions, removing contracts, hide contracts from client portal

Mobile Apps & Quick Start

  • Quick Start Guide - Kollab (iOS & Android)

  • How to Force app updates on the Client Portal mobile apps