Client Settings

Manage logins and connect dedicated boards for each client

The Client Settings view is as important as the Client Portal Builder view. Here you create and manage all Login methods per client to grant them access to the client portal. Further, you want to assign Dedicated boards for each client in this view, in case this relates to your setup.

How to add the Client Settings view:

1. Open one item on your Clients Board
2. Click the + button to add a view
3. Click Explore more views at the bottom
4. Search for Client Settings
5. Find the view and click Add to item

How to use the Client Settings view:

1. Open the view on a client item
2. Click Login methods to manage credentials
3. Click Dedicated boards to assign such per client
4. Enable or Disable the client to grant or revoke access
5. Preview the portal from this client's perspective

Login methods

Create and manage login methods per client

Login methods let you manage the way how each client does access the published client portal. Choose in between Credentials and Google Authentication. Besides manually creating login methods on behalf of a client, you can use Workflow automations to automate certain aspects.

Dedicated boards

Assign dedicated boards per client

Dedicated boards let you assign the dedicated client board of a client, based on the board setup done within the Client Portal Builder view. This mapping ensures that each client sees their dedicated board in the client portal. The displayed name to the left is the one you chose before to identify the dedicated board section configuration.