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 to the portal efficiently, ensuring that clients have the appropriate access to resources and services. This process is crucial for maintaining secure and organized client interactions.

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