How to Create Portals

Create a Web Portal to create forms, info pages, and allow clients to

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Create a Web Portal to create forms, info pages, and allow clients to manage their own profile

The portals are the links that clients see in their messages. Super admins can create portals to manage better client cases, files, locations, deadlines, and other important information.


To create a new portal, follow these steps:

Step 1) From the top gear icon, go to Admin Settings, then Portals 

portal settings on the dashboard

Step 2) 

I) Identify the portal link by giving it a name, such as "County Portal" or "Payment Portal," to differentiate it from other portals

II) Use the Search button to check if the portal name is unique when the search is verified to be unique. Click the Create Portal button.

Create new portal link form


How to update and trash Portals


I) Click on the portal to open and edit it.

II) Click the Save Portal button to update the portal settings.

III) Click the Trash button to trash the portal.

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