client portals

Intro to Client Portals

Updated: October 11, 2020

You can use Client Portals to create accounts for end-users where they can log in, use your Apps, and view/use data from your Workbase. You can customize the portal experience for each user.

As soon as you have Apps and a Workbase, it easy to set up a one-size-fits-all portal. It is a bit more advanced to create a personalized portal experiences for each user. This lesson will teach you everything about Client Portals except building personalized experiences (for that, read here).

Add a logo to all portals

One logo can be shared across all portals (you can't have unique logos per portal). To add a logo, simply click 'Upload logo' on the Client Portal tab of your Community.lawyer account.

Portal settings

After you click 'create new portal' you will see the Client Portal configuration page. From here, you can configure your Portal's settings, including:

  • Client Portal name: This is only for internal purposes. End-users will not see the Portal's name.
  • Sign ups: How people will be able to sign up to your portal.
  • Sections: Create sections that can be used across all Portals. When you add Apps and Workbase Connections to your Portal you'll decide what section they should go in, so you must have at least one section.  

Sign ups

There are up to two ways you can allow people to sign up to your Portal:

Manual: This allows you to manually invite people to your Portal. This option is always available.

Auto: This created a publicly available sign up page where anyone can create an account on your Portal.

Charging your users

Whether you choose manual or manual + auto sign ups, you can always require people pay a fee in order to create an account. Fees can be one-time or monthly subscriptions.

You must use Stripe to collect Client Portal sign up fees.

Adding Apps

After you activate an App, you can add it to your Client Portal. On the Portal configuration page, select your activated App, select the Portal section you want to add it to, click "add" and be sure to click "save changes":

You can add more than one App to a single section.

App logos and descriptions

By default, every App you add to your Portal will come with a logo. You can edit this logo and the short description of your App as it appears in your Portal: 

To edit the App's logo and short description you need to edit the App itself. Go to App Builder for that App, go to Publication > Edit App Page. Make changes to 'Short description' and 'Thumbnail image' (lastly, be sure to click "save"): 

A brief intro to Workbase Connection

After you create a Workbase, you can display some or all of the data in that Workbase to the users of your Portal. In this lesson, you'll learn how to simply display all of your Workbase data to all Portal users. In the next lesson, you'll learn how to filter what data is visible on a per user basis.

Step 1. Add a Workbase Connection

Select what Workbase you want to connection, select which table in that Workbase, and lastly what Portal section you want to add it to. Be sure to click "save": 

Step 2. Decide what permissions you want to give users regarding your Workbase data

Click 'View permission' and you can edit the following:

  • Whether or not Portal users are able to delete records (i.e. rows) from your Workbase
  • For each column in your Workbase, you can decide whether it's (a) hidden; (b) view only; or (c) viewable and editable.
  • Whether or not you want to include the "App toolbar" for this Workbase table
  • Lastly, you can add a filter so that certain Portal users only see certain Workbase data (learn more about Workbase Connection filters here)

What is the "App toolbar"?

This is an optional feature you can add to your Workbase. Read more here (coming soon). In a nutshell, you can attach Apps to a Workbase (there are many benefits to this). If you attach Apps to a Workbase, that Workbase has an "App toolbar" and you can choose to include the toolbar in your Portal Workbase Connection.

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