Client Portal is a paid add-on. Each company that uses the portal needs a license. To subscribe to client portal licenses, in the administration section of the app click Manage Subscription.
To show boards to your clients, do these two steps:
- Select the companies who get a Client Portal license
- Invite the users
Select Licensed Companies
To view Kanban boards, your client companies must be licensed.
To manage licensed companies, do this:
- Go to the Client Portal settings page. In the main menu click the gear icon, then under Users click Client Portal.
- In the Companies field, type the name of a company you want to license. When it appears in the search, click to select it.
To remove the license for a company, click the X beside its name in the Companies list.
You can change licensed companies at any time. When you remove the license from one company, the license is free to assign to another company.
If you remove a company's license, then restore their license, the invited users from that company are maintained. You don't need to invite their users again.
Invite Users
This step is necessary for contacts to use Client Portal in the regular web app. It's not necessary if you're only using the CloudRadial integration because all the contacts who can use CloudRadial can use the TopLeft integration.
From a licensed company, there is no limit to the number of contacts you can invite to use TopLeft.
To invite or remove a user, do this:
- Ensure the person has a contact record in your PSA.
- Go to the Client Portal settings page. In the main menu click the gear icon, then under Users click Client Portal.
- Under Companies, ensure the contact's company is licensed.
- Under Contacts, select the contact's company.
- In the user list, find the user. You may need to use the search field to search by name.
- Beside the contact's name, click Invite. The contact is sent an email with an invitation to set their password and then log in. If the contact has already been invited, you can click Resend Invitation.
You can customize the format of the invitation emails.
To prevent a user from accessing TopLeft, click the Remove button beside their name.
Contacts manage their password and 2-Factor Authentication methods in the same way your own managers and technicians do.