Preview the portal from both the workspace and client perspectives, then use a consistent checklist when something is missing.
Preview in three places
Appearance preview: Compare login and home views in light and dark mode while branding.
Client preview: Use Preview from Clients → Portal access to inspect a particular client's configuration.
Live portal: Select Open portal to test the exact domain, login screen, and responsive layout.
The live portal is the final check for domain, branding, and sign-in behavior.
When a contact cannot sign in
Confirm the contact has a valid email address.
Confirm portal access is enabled for that contact.
Confirm the contact is using the same email address stored in Moxie.
Confirm the active portal domain reports a ready status.
Try a fresh magic link if a previous link has expired.
When a section or record is missing
Check whether the feature is enabled in the workspace defaults.
Check whether the client has a custom feature override.
Check the visibility or sharing status of the individual record.
For a custom page, check its audience and Visible in portal setting.
When branding looks wrong
Save the latest appearance changes, test both themes, and compare the built-in preview with the live portal. A cached image can take a moment to refresh after replacement.
Continue exploring Client portal