Client Portal
Create Your Own Client Portal with FuseBase!
- Display data from Monday.com in the Fusebase portal
- Client Portals – Quick Guide
- Displaying data from other services (HubSpot, Asana, etc.) in the portal
- E-Signature – Client Contract Management – Quick Guide
- Forms – creation and completion of forms on the portal
- Variables in the portal – adding the client’s name to the Hero and other portal blocks.
- Processes in the Portal – Quick Guide
- Synchronized Blocks or Projections – Quick Guide
- Portal Analytics – Guide
- Hero screen and Topbar – Quick guide
- Custom Widget – Quick Guide
- Notification/Updates Panel – Quick Guide
- Adding support for fonts from Google Fonts to portal
- Folder Permissions: Tips & Tricks for Portal Management
- Welcome Message & Search Management via Hero Section
- File Manager – Use Cases & Features
- Custom Domain Name with FuseBase Portal
- How Do I Manage Access to Portal Customizer?
- How To Use a Portal Button To Set up a Page for Customer Interaction
- File Uploader for Portal
- How to manage your portal from the Web Version
- How to use embed feature in the portals?
- JS integrations in the client portal
- Switching from the Customiser
- Management of Visibіlity status for portal pages
- Internal Space and Portals – how do they differ?
- Collaborate With Clients Using FuseBase Portals
- How to Invite a Customer to The Portal via Client Role
- Add Chat to the Portal and Start Communicating with Clients
- Create the Client Portal
- Adding a Page to the Portal from the Internal Space
- Magic Links