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Portal Builder: onboarding guide

Up and running in 13 minutes!

Written by Marius Albrecht

In this article Marius walks you through the Portal Builder and goes through each step with you on video. Here’s what’s covered:

  1. The new client portal menu
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  2. Create your first page
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  3. Using variables: why and how
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  4. Rolling pages out to clients
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  5. The client portal templates
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  6. Feedback & what’s next
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    ​

The new client portal menu

Create your first page

Using variables: why and how

Rolling pages out to clients

The client portal templates

Feedback & what’s next

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