Client Portal Set Up

Client Portal Setup SOP

Objective

This SOP outlines the steps to set up and customise the client portal for optimal user experience and branding.

Video Walk Through

Key Steps

You can find client portal via Courses section or Site Pages

1. Overview of Client Portal

• The client portal allows clients to view invoices, contracts, access communities, courses, and documents.

• Clients can access documents uploaded through their contact in the portal (only documents, PowerPoints, and pictures; no videos).

2. Client Portal Access

• New users must sign up by filling in their details.

• Returning users can log in using their email and password.

3. Branding the Client Portal

• Go to the client portal settings to customize branding.

• Set a custom domain or subdomain for a professional appearance.

4. Setting Up the Domain

• Create a custom subdomain (e.g., clientportal.yourdomain.com).

• Add the domain and create the subdomain in the settings.

5. Customising Portal Appearance

• Customize the portal name, description, background colors, and favicon.

• Input support email address and copyright information.

6. Configuring App Permissions

• Select app permissions for clients (e.g., access to communities, courses, billing, contracts).

• Leave the landing page as the homepage.

7. Language Settings and Chat Widget

• Customize language settings if necessary.

• Add a chat widget for client support on relevant pages.

8. Email Notifications Setup

• Configure email notifications for client interactions (e.g., comments, subscriptions).

• Be mindful of user experience to avoid overwhelming clients with emails.

9. Document Upload Process

• To upload documents, go to the client's contact page.

• Click on the document icon, select 'Add New File', and upload the document (only documents, PowerPoints, pictures, and PDFs).

Cautionary Notes

• Remember that no videos can be uploaded to the portal as they are not supported.

• Be cautious with email notifications to avoid overwhelming clients with too many emails.

Tips for Efficiency

• Regularly review and update the portal settings to ensure they align with client needs.

• Test the client portal from a user's perspective to identify any potential issues before launching.