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

Client Portal Overview

Our Client Portal is a powerful tool integrated with O365, offering complete customization for each client. Unlike traditional SharePoint portals, our Client Portal is designed to highlight your brand, providing a fully branded and customizable experience. The portal includes various features to meet your needs, such as Tickets, Approvals, Service Catalog, vCIO, O365 Licensing, Device Listing (Desktops & Laptops), Network Information, Knowledgebase & Training, Feedback, and Custom Pages.

Step 1

To create a client portal, start by logging into the Invarosoft Admin Portal at Invarosoft Admin Portal. https://portal.invarosoft.net/

Step 2

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 3

Click on the Create Menu Collection button. Alternatively, you can copy an existing client portal by clicking on the Copy button.

Step 4

You can further customize the portal by adding menus and sub-menus to include different resources such as Ticket View, O365 Reports, Webforms, Service Catalogs, URLs, and more.

To add Main Menus, click on the Add Main Menu button at the top right of the Menu Items section. 

Step 5

Label the Main Menu, click on the orange Update button, 

Step 6

Click on Edit, select the preferred Type, and click on the orange Update Menu button.

Step 7

Click on Edit, select the preferred Type, and click on the orange Update Menu button.

Or, if you want to add a Sub-Menus, click on the Add Sub-Menu button, label the Sub-Menu, click on the orange Update button, then click on Edit, select the preferred Type, and click on the orange Update Menu button. 

Step 8

Finally, click Save Collection in the top right corner.