How to Use Clientportals.io: A Step-by-Step Guide
Clientportals.io makes it easy to share professional, secure updates with your clients—all while integrating seamlessly with your favorite project management tool: Asana, ClickUp, and Monday. In this guide, you’ll learn how to set up a client portal, add important links, invite clients, adjust grouping settings, and edit your subdomain. Each section includes an embedded video walkthrough along with detailed step-by-step instructions.
1. How to Set Up a Client Portal
Overview:
Create your first client portal by connecting it to your project management system. This lets you tailor what your clients see while keeping internal details private.
Step-by-Step Instructions:
Sign In & Navigate:
Log in to your clientportals.io account.
Go to the Overview section, then click on Client Portals.
Create a New Portal:
Click on Create a New Client Portal.
Name your portal (e.g., “Window Washers Client”).
Connect Your Platform:
Select your project management system (e.g., ClickUp for this example).
Click Create Client Portal.
Set Up Integration:
Choose the appropriate workspace (demo space in this example).
Select the list(s) you want to associate with the portal.
Optionally, disable the Import Subtasks option if you don’t want clients to see them.
Final Touches:
Your portal is now set up. You’ll see a share link and have options to view the portal in either list or board view.
You can also customize the domain and appearance if needed.
Watch the Video:
2. How to Add Important Links
Overview:
Add key resources such as training videos or guides that your clients can access directly from the portal.
Step-by-Step Instructions:
Access Your Portal:
Navigate to Client Portals and select the portal you want to update.
Add a New Link:
Click on the Important Links section.
Press Add Link.
Configure the Link:
Enter the URL for your resource (e.g., a how-to video).
Select the appropriate category (for example, “Training Resource”).
Save & Verify:
Save the link.
Your client view will now show the important link grouped by the category you selected.
Watch the Video:
3. How to Invite Clients to a Client Portal
Overview:
Easily invite clients to view their dedicated portal so they can see updates, tasks, and resources.
Step-by-Step Instructions:
Select the Portal:
From your dashboard, navigate to Client Portals.
Click on the portal (e.g., “Window Washers”) where you want to add a new user.
Invite Clients:
Within the portal, go to Invite Clients.
Enter the email address of the client you wish to invite.
Click Add User.
Client Acceptance:
Once the client accepts the invitation, they’ll be added as a user.
Their view will show tasks, important links, and options to change the view (e.g., list or board view).
Watch the Video:
4. Managing client visibility in your Client Portal
Overview:
Customize what your clients see in your portal by setting a default grouping and managing column visibility. This allows you to present only the necessary information to your clients while keeping internal details private.
Step-by-Step Instructions:
Choose the Portal:
From the Client Portals section, select the portal you wish to modify.
Edit Group By Settings:
Navigate to the Group By Settings.
Change the default grouping option (e.g., switch from status to priority, project, or list).
Disable any grouping options you don’t want your clients to see. These settings will remain internal to your team.
Save & Refresh:
Save your changes.
Refresh the portal to verify that the client’s view now only shows the default grouping you set (for example, only grouping by status).
Manage Columns:
Go to the Manage Columns section.
Remove columns that you don’t want visible to your client (e.g., the assignee column).
Save your changes.
Review the Client View:
Check the client’s view to ensure it displays only the intended groupings and columns.
Watch Video here:
With clientportals.io, you can effortlessly manage and share updates through customized client portals that integrate with Asana, ClickUp, and Monday. Use the steps above and watch the embedded videos to help you set up, customize, and invite your clients.