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How To: Use Your Client Portal

Each IDCO template includes a "Client Portal" page which is essentially a templated page meant to duplicate and customize for each client. Note: The "Client Portal" is not a true portal meant for logging in with a username and password. It is simply a page you can customize and password protect to provide your clients with an elevated experience and a go-to hub for project information and updates!


USING YOUR CLIENT PORTAL


For a full video walkthrough of how to set up your Client Portal, click here.


We recommend keeping the Client Portal page as a template, and creating duplicate pages for each client.

To create a copy, head to Pages in your lefthand sidebar. While hovering over the Client Portal page, select the ••• button and click Duplicate Page.



Once duplicated, you can rename the page and customize that page for the specific client. To create a custom link, click the same ••• button and select SEO Basics. From there you can change the URL slug to be a specific client name or project name so you can share a custom, direct link with your client. Note: be sure to create a COPY of the Client Portal page for every client. Screenshots are used for demonstrative purposes only.



You can also add an extra layer of security to the (duplicated) page by password protecting it. In the page settings, select the Permissions tab and the select password. You can then assign a custom password to that specific page to share with your client.



Once your new duplicated page settings are all set, you can jump into the page itself and customize each element for your specific client. Image, text, etc.

The buttons on this page will be used to link to the files you wish to share with your client. To update a button, select the button you wish to update and select the link icon.



In the popup window, select Document from the lefthand sidebar. From there, select Choose File.



Your document library is separate from your media library, so here you can upload non-image files (PDF, DOC, etc.) that you'd like your button to link to that your client with the direct link can access.


Rinse and repeat for each button on the page!

You're all set! Remember to reach out to us at support@idco.studio if you get stuck.

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