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: