Moxie

Learn how workspace defaults, contact access, client features, and record visibility create a secure client experience.

Understand your client portal

Choose which contacts can sign in and when a client should use customized portal features.

Give clients access to their portal

Set the workspace-wide client experience and understand how client-specific exceptions behave.

Choose portal features and navigation

Customize portal fonts, colors, logos, background images, themes, and welcome language.

Brand your client portal

Build custom pages, external links, and embedded content, then manage audiences and folders.

Create and organize portal pages

Point a branded subdomain to Moxie, register it, and confirm DNS and certificate readiness.

Connect a custom portal domain

Combine contact access, client features, and record-level visibility without exposing unintended work.

Control what clients can see

Test workspace and client views and diagnose missing access, records, branding, or pages.

Preview and troubleshoot the client portal

Review, publish, and test trusted client-facing scripts without disrupting portal access.

Add custom portal code safely

Geoff Mina

Configure and manage the experience your clients use.

Client portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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