Assign and Unassign 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

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