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.

This list of links to items can help you create some of the menus in the client portal. You need to have them created beforehand to include them when creating or editing the client portal:

- Creating a Custom Document Page 

- How To Create a Webform 

- Create Service Catalogs

- Steps for Creating Audits and Presentations

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

Fill in the fields for this menu, and remember to set a document on the home page if you want it to be different from the default one. Make sure the document is created beforehand so you can select it. (Follow this link to learn how to create a document: Creating a Custom Document Page)

Step 5

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 6

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

Step 7

Then, click on Edit

Step 8

Select the preferred Type, and then click on the update menu button. 

*Remember that if you are going to add web forms, documents, service catalog, or vCIO, they must be created beforehand. In the introduction, you will find links to the step-by-step documents for creating them

Step 8.1

Or, if you want to add a Sub-Menus, click on the Add Sub-Menu button, label the Sub-Menu, and click on the Green Add Sub- menu button, and then click on the Update button 

Step 10

Repeat steps 6 to 8 depending on what you want to add, and when you finish., click Save Collection in the top right corner.

Step 11

Follow this link to see the step-by-step guide on how to assign a client portal.

Assign and Unassign a Client Portal