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
More Tutorials from the Community https://youtu.be/XLkDEt9Wqkc https://youtu.be/62skgJ9Z2uY https://www.youtube.com/watch?v=EnuIT8Otf2Y https://youtu.be...
Wed, 13 Mar, 2024 at 10:14 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...
Wed, 20 Mar, 2024 at 11:52 AM
App Permissions in Client Portal: Enabling/Disabling a child app
We are excited to introduce a new level of customization and control within the client portal through our latest feature: App Permissions. This update allow...
Fri, 22 Mar, 2024 at 10:16 AM
Quick Start Guide - Kollab (iOS & Android)
More Tutorials from the Community https://youtu.be/m4D-p26D5ac This step-by-step guide will walk you through everything from downloading and setting up...
Thu, 6 Jun, 2024 at 1:47 PM
How to Use Assignments in Courses
More Tutorials from the Community https://youtu.be/ZWJiwKR5OLE https://youtu.be/9ZWpAZfLTRg Courses - Assignments now available in PWA Assignme...
Thu, 6 Jun, 2024 at 3:46 PM
Subscription Management in Client Portal
1. Control for Subscriptions in Client Portal With the Subscription Management feature, you can manage all your subscriptions, invoices, and transactions f...
Tue, 27 Aug, 2024 at 8:47 AM
Give community groups access via Contacts
Overview We are excited to introduce the new feature, which allows users to seamlessly view and manage Community Groups and Course Offers directly from ...
Mon, 9 Sep, 2024 at 9:15 AM