Clinked Client Portal

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Updated: May 03, 2022

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Clinked.com

FAQs

1

What does a client portal do?

A client portal allows new clients access to certain aspects of the project process through a secure website. Client portal access could include documents, updates on progress, or even messaging back and forth.
2

What should be included in a client portal?

Your customer information portal should include the following security and authentication features:
  • Secure Sockets Layer (SSL)
  • Hyper Text Transfer Protocol Secure (HTTPS)
  • Single Sign-On.
  • Password Expiration Policies.
  • LDAP.
  • IP Whitelists.
3

How do I activate client portal?

You can activate the client portal from either the jobs page or the address book.
...
How to activate client portals
  1. Head to a job or lead.
  2. Now under PORTAL click ACTIVATE.
  3. The portal is now active. You now set it to have a password if you wish or you can send over to the client as is.
4

How does a client portal work?

A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. The term is most often applied to a sharing mechanism between an organization and its clients.
5

How do you build a client portal?

How to create a customer portal on your website
  1. Step 1: Initial setup. ...
  2. Step 2: Configure and customize. ...
  3. Step 3: Enable the submit ticket and chat options. ...
  4. Step 4: Manage content. ...
  5. Step 5: Integrate the portal into your website.

How do I access Dubsado client portal?

2. Wordpress.org

Clinked Client Portal - Plugins - WordPress.org

https://wordpress.org/plugins/clinked-client-portal/

Clinked – The white-label client portal for business. Clinked is simple and secure client communication and collaboration tool which integrates with your ...

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