Users with admin privileges can set up and customize the following Client Portal options in Settings.
Set up/customise Client Portal
Users can optimize the look and feel of Client Portal for their entire organization using several options available in Settings > Client Portal.
Content
Show deal status bar: Some users don't want clients to see the workflow stages, this can be switched off in settings.
Show Client Profile when Client logs in for the first time: If switched on, client will do the digital fact find before going on dashboard.
Overview video: This will showa a video on the Client Portal dashboard; simply click on 'Edit' button and enter a link to your YouTube or Vimeo hosted video.
Privacy disclosure: This is compulsory, i.e. portal cannot be shared without this being set. Privacy link can lead to your website privacy page or to cloud storage privacy Disclosure document. Click on 'Edit' button and enter URL link to privacy policy page or document.
Actions
For the only option in this section, users can customize the invitation email that clients receive.
Click on 'Edit' button' to enter your own custom text.
Type in message you would like to be sent and use "Insert value" option to use fields to personalize message and include different Client details where needed:
When done, press "Save" to apply:
The text entered here will replace our default text in invite email.
Notifications
Other settings involve activating (or deactivating) various notifications clients receive and content of these notifications.
Edit buttons will change text in our default email/SMS messages.
Notifications sent to client can be via email and/or SMS.
SMS will be available only if SMS is activated in Settings > Connect.
This option spends SMS credits you have for your organization.
Contact(s) with access to Client Portal
This last section will list all contacts that active access to their client portal.
We recommend that before settling and closing deals, the client's portal access should always be revoked.
Additional Client Portal related settings
Set up required document checklists
Clients can upload required documents from the checklists created in settings.
Detailed instructions are in this article.
Lock Fact Find for editing in Workflow Settings
Fact Find part of the Client Portal can be locked for editing by the client if workflow stages are set to 'Reads only' in Settings > Workflows.
Light or Dark theme
This setting is automatic and it depends on your organization color scheme setting in Settings > Details.
All themes that have 100, 200 or 300 in their name are automatically set as 'light', those with numbers 400 and above are set as 'dark'.
Example dark theme:
Example light theme:
Logo showing in Client Portal
Note that client portal logo will always be the same as per your organization settings. If not set, go to Settings > Details to set your logo.
Aggregator users will often see aggregator logo in Salestrekker, however Client Portal should show business logo if set up as per below image.
If you are experiencing issues with Client Portal invitation, please check this article.