Client Portal Setup Guide (Operations App)
- Michelle Cabaya (Unlicensed)
This page is for the Operations App. For the Classic Operations App please see Client Portal Setup Guide (Classic Operations App).
Customize the Client Portal
You must have the Client Portal Customization permission to view and the Edit Client Portal Customization permission to edit.See Users.
You can customize your Client Portal website with your company logo, colors, and some text customizations by going to Maintenance > Client Portal Customization. See Client Portal Customization for more information.
Add Your Company Logo
Your logo must be in one of the following formats: JPG, BMP, GIF, or PNG. PNG files can only be added through the Operations App.
See How to Display Your Company Logo in the Client Portal for more information.
Customize user experience
User experience is customized in the Classic Operations App’s Global Options. Here you can configure items such as whether or not to enable the contact service option, when users can edit an order, etc. From the toolbar in the Classic Operations App, click Options then go to the Internet Options tab. See Global Options for more information.
Create new users
In the Operations App
Quick Tip: You can also customize the individual user’s experience in the Options tab of the internet user record.
See Internet Users for more information.
In the Classic Operations App
See Internet Users (Classic Operations App) for more information.
In the Client Portal
Clients can create their own internet user record by clicking the “Create new account/login” link in the client portal if the Global Options “Create New Account” is enabled in the Internet Options tab.
Enable guest user (optional)
See Client Portal Guest User for more information.