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Client portal

Client portal

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7 articles in this collection
Written by Geoff Mina

How to use the Client Portal

Overview of Client Portal functionality and configuration.
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Written by Geoff Mina
Updated over a week ago

Client Portal - Features

Enable or disable core Hectic Features
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Written by Geoff Mina
Updated over a week ago

Client Portal - Customization

Customize the look and feel of the Client Portal to match your brand.
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Written by Geoff Mina
Updated over a week ago

Client Portal - Permissions

Configure who can access the portal as well as preview the portal as one of your clients.
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Written by Geoff Mina
Updated over a week ago

Client Portal - Custom Domains

Use your own domain to provide a fully branded experience.
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Written by Geoff Mina
Updated over a week ago

Client Portal - Custom Email

Send emails from your account for a fully branded experience
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Written by Geoff Mina
Updated over a week ago

Custom Email setup for GMail and GSuite Users

Enable 2FA as well as creating an App Specific Password for SMTP conenection
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Written by Geoff Mina
Updated this week