Client portal: set it up and run it by chat

Austin W

For the workspace owner: invite a client, change the portal by chat, view it as the client, and restore an earlier version. Recorded on a demo workspace.

Transcript

00:00
Give every client their own portal, their work, their tasks, and a direct line to your team.
00:07
Ask Cook, in plain words, to set up a client's portal and send the invite.
00:11
Nothing goes out until you approve the card and then your client's sign in email is on its way.
00:26
To change what clients see, just ask, like adding an FAQ page.
00:30
After you approve, Cook opens the portal and posts screenshots of the new page.
00:42
Each client's page has their portal send the invite again, revoke access, or open View as client to see their portal read only.
00:55
Every change is saved as a version and Restore puts an earlier one back.
01:03
Set up and change every client's portal by chat.
01:06
Each client's portal is on their page in Client Success.
Client portal: set it up and run it by chat — Tella