Operating portals
13 articles
- How to create a portal
- How to delete unneeded portal users
- Removing a client from a portal and re-inviting them later
- Accepting portal invitations
- Inviting clients to a portal through a public link (self-signup link)
- A quick introduction to portals (end user perspective)
- Self sign-up link to client portals
- How to restrict access to client portals
- Secure document distribution
- Creating a portal workflow
- Broadcasting and collecting requests to update KYC information
- Send a quote / upselling workflow via a client portal
- Send and receive secure messages in portals