Client Portal - An Overview
Invited portal users are also part of the 10 free portal licenses.
How do I enable Client Portal?
- To enable client portal, you should first set up your domain in the Portal Setup page. Once you set it up, you can enable your Client Portal.
- Navigate to Setup > Portal Setup > Client Portal and turn on the button.
- You can customize the client invitation email that'll be sent out to your clients when inviting them to your portal.
To start communicating with your clients, you need to invite them to your client portal. An invitation is a simple email that'll ask your clients to register through an invitation link. All they need to do is to access the portal link and create a password.
Invite from Clients module
- Navigate to the Clients module.
- Click on the client name who you'd want to invite to your portal.
- Inside the client detail page, click + icon near the Invited Contact(s) on the left side of the screen.
- Once you invite your client contacts, they'll receive an email. On the acceptance, they'll be taken to the login page.
Invite from Contacts module
- Navigate to the Contacts detail page and click Invite Contact from more options.
- Assign a role and profile for the contact and click Invite.
Reinvite contacts
Deactivate Contacts
- To deactivate them, go to Clients > Invited Contact(s) and filter Login status as Activated.
- You can now view the list of all contacts whose account is active.
- Select the contact and click the Deactivate button.
You'll not have the option to invite contacts if you haven't enabled client portal.
You can invite a maximum of 10 contacts per organization.
In the Invited Contacts page, you get a comprehensive view of all the contacts who've been Invited, Activated, and Deactivated.
Share candidates
- Navigate to the Candidates module.
- Select the candidates to share with clients.
- You can share either a single candidate or a bunch of candidates at a time.
- Click Submit to Client under Actions.
- Click the Share tab.
- Choose the Client and Job Opening.
- Share it with contact(s) associated with the client along with your comments.
- Click Share.
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