Client Portal Builder

Create, manage, and publish your client portal

The Client Portal Builder view is the main app, where you gain access to your client portal Dashboard with performance insights and recent client activity, and the Builder where you structure and design what clients see in the portal. Further, within Theme you can adjust the general look and feel, and Settings let you adjust global advanced settings.

How to add the Client Portal Builder view:

1. Click the + button next to your Clients Board main table
2. Navigate to Apps in the dialog
3. Search for Client Portal Builder
4. Click Client Portal Builder to add the view

How to use the Client Portal Builder view:

1. Open your Clients Board in your workspace
2. Click the Client Portal Builder board view
3. From the Dashboard navigate to Builder, Theme or Settings

Learn more about the Client Portal Builder features and how to use them within in this view.