Assign and Unassign a Client Portal

Assign a Client Portal

This task involves assigning a client portal to a specific client and, if necessary, unassigning it. The goal is to manage client access efficiently, ensuring appropriate access to resources and services. 

Remember, there is a default client portal for all clients, indicated by the blue button next to the name. 

Remember that assigning a specific portal will override the default one. 

* Please, ensure the client portal is created beforehand. This guide will help you create it.

How to create a Client Portal: A Step-by-Step Guide

Step 1 

Once logged in, navigate to the CX Invarosoft Menu on the green bar, then select ITSupportPanel, followed by Client Portal, and finally Client Portal Menu.

Step 2

To assign it to all or any client or user, click on the assign button.

Step 3

Tick on the Client, group, or user you want to assign it to.

Step 4

Click on the Done Button

Unassign a Client Portal

Step 1 

Click on CXInvarosoft >> ITSupportPanel > Client Portal Menus

Step 2

To unassign it to all or any client or user, click on the unassign button.

Step 3

Tick on the Client, group, or user you want to unassign it to.

Step 4

Click on the Done Button