Edit Your Teams Client Portal Home Page
The "Edit Your Client Portal Home Page" module allows users to customize their client portal's homepage. With this tool, you can modify the layout, add or remove sections, and adjust the content to better reflect your brand's identity and meet your clients' needs. This not only enhances the user experience but also makes it easier for clients to access the most relevant and useful information.
You will see this page either when you log in or when the user accesses their portal in Teams.
Step 1
Click on My Account >> My account
Step 2
Click on EditProfile
Step 3
Scroll down to the "Settings" heading and select the document to insert in the home page
Step 4
Click on the Update button
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