Moxie

Overview of Client Portal functionality and configuration.

Set up client portal

Customize the look and feel of the client portal to match your brand.

Client portal - Customization

Set up which features are available in your client portal. See a client's view of client portal.

Client Portal - Features

Configure who can access the portal as well as preview the portal as one of your clients.

Client Portal - Permissions

Use your own domain to provide a fully branded experience.

Client Portal - Custom Domains

Configure integrated request and ticket management .

Client requests & ticketing

Reduced friction and ease of setup for client access

Client Portal - Client Access and Login

For a single email address that needs access to multiple portals

Grant access to multiple client portals

This is an unofficial solution to renaming client portal links

Custom Code - Change Client Portal Nav

Use Google Drive folders as an embedded page in Client Portal

Embed Google Drive Folder in Client Portal

Geoff Mina

Michelle Lee

Give your clients one space to request tickets, sign contracts, and pay invoices.

Client portal

Find answers and get help from Intercom Support and Community Experts

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