Introduction
In this article, you’ll learn how to create a Portal for a client and configure the basics. This is useful when you want a secure, client-facing workspace to share resources and collaborate outside of email.
Prerequisites
Before you begin:
Portal is enabled for your organization.
You have the right role to manage Portals, typically Admin.
You know which client you are setting up.
You have decided which resources you plan to share.
Steps
Create a Portal
Open Org settings.
Select Portals.
Select Create Portal.
Enter client details, including the client name and website URL.
Optional: Configure MFA requirements for Portal guests, via an authenticator app or SMS.
MFA is a firm-side choice.
You can configure MFA during setup and update the requirement later if your policy changes.
Select Save.
Branding (optional)
Add branding so the Portal matches your firm’s brand.
If you want branding to apply to all Portals, configure branding at the org level.
If you want branding to apply to one Portal only, configure it in that Portal’s settings.
Expected result
You will know this worked when:
The Portal appears in Org settings → Portals.
You can open the Portal page and access settings for members, sharing, and branding.