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.

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

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

Use your own domain to provide a fully branded experience.

Configure integrated request and ticket management .

Reduced friction and ease of setup for client access

For a single email address that needs access to multiple portals

This is an unofficial solution to renaming client portal links

Use Google Drive folders as an embedded page in Client Portal

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

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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