If you need help navigating the Client Portal, this folder will have the articles you need. The Client Portal gives your contacts a dedicated, branded space to access content, communities, and other resources you make available to them.

Frequently Asked Questions #

Where do I find Client Portal documentation? #

All Client Portal articles live in the Client Portal folder within the knowledge base.

What is the Client Portal used for? #

It provides your contacts with a centralized place to log in and access the content, communities, and resources you offer them.

Can I brand the Client Portal? #

Yes. The Client Portal can be customized so it reflects your brand and provides a consistent experience for your clients.

Who can access the Client Portal? #

Contacts you grant access to can log in to the portal to view the materials and features you have made available.

Does the Client Portal connect to my CRM data? #

Yes. The portal is tied into your CRM so member activity and access are associated with the corresponding contact records.

Where can I learn about specific portal features? #

Browse the other articles in the Client Portal folder for step-by-step guidance on configuring and using individual features.