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

Overview: 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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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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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.

{appName} in 60 seconds

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.

Prototype answer unavailable

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