How do I edit a client portal?

Modified on Tue, 18 Jul, 2023 at 2:56 PM

From the Navigation Panel, under Public Zones, select Projects.
All existing Projects created for your company will be shown. You can search for a specific project in the Search Projects field, or you can choose to Filter certain types of projects by clicking on the appropriate Attributes button. You can also scroll through the list of clients and select the appropriate client.
Select the card for the project you wish to edit the client portal on.
On the dashboard tab, scroll down to the Client Portals section.
You will see a list of existing portals, click the Edit icon for the portal you wish to change.
In the pop-up modal box Editing portal [ID], you can change the password, add or remove email addresses, and change what information is displayed to the client.
Press Confirm or Cancel once complete.