Create Your Own Client Portal In 5 Easy Steps

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Having your own cloud storage is invaluable for businesses, and even more important when your work is client facing and requires a place to engage with your customers. The benefits of using a client portal are substantial, but how straightforward is it to set your own branded space up? In our simple 5-step guide, we’ll show you how easy it is to create your own client portal and to tailor it exactly to your business’s needs. If you have any qualms as to whether your business would benefit from a customer portal, check out our dedicated blog on why a client portal software is right for your company.

1. Setting up

Setting up your portal is quick and simple. It takes only a few minutes to create and have immediate access to your account. And once your account is live, you can access your client portal and customize it to match your company's branding straight away.

So much of your Clinked client portal can be customized, giving you a completely white-label environment for your clients. You can change your login screen, logo, color scheme, domain name, and portal terminology from your account settings. You can even have unique email addresses for notifications that are sent on to members through email.

In addition to this, you also have the option to white-label our mobile app. The app is available for you to download from the App Store and Google Play Store and has all of the same functionalities as the Clinked web version, but is available to use on the go and has the option for push notifications.

If you need any help along the process, one of the benefits of purchasing Clinked client portal software is that you’ll have access to support in multiple forms – you can write to us (via email or via our website), watch on demand training videos or speak to a member of the team via phone.

2. Create groups for clients

Once you're happy that the set up of your Client Portal looks professional, you can start creating your different groups before adding your team members and clients.

Each group can be customised to fit the specific needs of your clients. Groups can be used in a variety of ways depending on the type of clients you have and the ways you interact with them. For example, 1 group could be 1 client if you are an investment firm, 1 group could be used for all of your internal staff, 1 group could be for a specific project you are working on that you would like to invite select members to be a part of.

Their individual space can be branded by adding their logo and colour scheme to create a more personalised experience. You can also add a customised welcome note with important information or media as the first thing clients see, as well as uploading specific relevant files and notes.

3. Choose the functionalities you need

Once your client portal has been set up and branded, it's time to start adding the features that your business and clients need.

Clinked’s customizability allows you to select only what you need exactly where you need it. Meaning that you can have different features on show in certain groups and a completely different selection in others if you wish.

You can use the many different features that Clinked offers to improve communication with your clients and boost productivity within the workplace. From group chats to discussion, you'll be able to review and participate in a single location across the various groups to better understand your clients' activity while interacting with your teams as well as your internal activities delivering top notch service.

Notes provide a separate place to store items that are unlikely to be edited, and your files are accessible and able to be commented on and annotated in our secure folder management system. You even have the ability to transfer content from third party sites, such as with our Dropbox migration feature.

4. Invite your members

To add participants to your client portal, you can invite your members via email, create their accounts and provide them with their login details, or import them from a CSV file.

Members can be added by clicking through to the ‘members’ section in your group, and here you can also set the levels of permissions for each member, depending on how much access you want to give. There are three levels of permissions you can set for your members; Basic, Standard, and Administrator.

You can add members at whatever time you want, and can add more into a group as you need more people to work on projects. You also have the possibility to create a members profile and then give them access later once everything is set up. This works well if you want to invite certain team members to help collaborate on a piece of work vs final users who need to see a more polished, final version of the platform.

You also have the ability to add temporary members, with set access to Clinked from as little as an hour to a week, or your own customized, longer time frame.

5. Enjoy working collaboratively!

Now it's time to leverage all the power Clinked has to offer. Finalise, annotate and approve documents, discuss new ideas, plan events with your team and clients, set tasks with deadlines and loads more - all within a centralised, branded environment.