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How to set up the Client Portal?

The client portal is a unified platform designed to provide seamless interactions between clients and their respective sub-accounts. It offers a secure space where clients can view affiliate commissions, participate in community (upcoming) groups, an

Last updated: May 26, 2026


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On this page

  • What is the Client Portal?
  • What are some strong usage cases for this feature?
  • What are some benefits of this feature?
  • How to set up your client portal?
  • Configuring a custom Domain:
  • Branding your Client Portal:
  • What is the Client Portal?
  • What are some strong usage cases for this feature?
  • What are some benefits of this feature?
  • How to set up your client portal?
  • Start the Migration from Courses Settings
  • Branding your Client Portal:
  • Set a Default Language (Optional)
  • Invite Clients to your client portal.
  • Direct Invitation from Child Applications
  • FAQs

In this folder

  • How can my customers use the Client Portal?
  • How to set up the Client Portal?
  • Client Portal Dashboard
  • Client Portal SSO Magic Links: Enable One-Click Access to Client Apps
  • Notifications inside Client Portal
  • App Permissions in Client Portal: Enabling/Disabling a child app
  • Quick Start Guide - Kollab (iOS & Android)
  • How to Use Assignments in Courses
  • Subscription Management in Client Portal
  • Give community groups access via Contacts
  • Client Portal Branded Mobile App: Setting up branding of your app
  • Client Portal Dashboard Revamp and Associated Contracts
  • Client Portal App - Custom mobile app notifications
  • Notification Preferences for Courses in the Client Portal
  • View and Manage Estimates in the Client Portal
  • How to Force app updates on the Client Portal mobile apps
  • How Email Notifications Work for Invoices, Estimates & Contracts in the Client Portal
  • ClientPortal Builder Enhancement Pack
  • Chat Widget Integration with the Client Portal
  • Client Portal - Edit Default Email Templates

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