Create a link to the Customer Portal on your website

• Related Articles

• The Customer portal is a customer

  Your customer has his personal space. It finds in its Client Portal all the files you have shared with it. The files/folders you shared with the client are not deleable by the client The client can download the desired files to edit them Once ...

• Presentation of the Customer Portal

  What is the purpose of the Customer Portal? You have the opportunity to share your documents directly fromJarvis Drive. Your customer will then be able to share documents in return from his space. You have notified by email that a new document is ...

• Open access Portal to a customer

  Go to your list of yourcontactsand choose a client or organization. The column "Access to the portal"Allows you to enable or disable access. The check mark will pass in "orange" color, then "green" from when access is activated (after page refresh). ...

• Edit Shared Folders via a Customer Portal

  Go to the list of your contacts, on the relevant contact click on "Access Customer portal" from the Action button You can then change the selection of shared folders

• Close access to the Customer Portal

  3 opportunities to close access to the portal: Click on "Close access to the portal" from the window of access to the Portal (screen capture above) Alternatively, you can directly uncheck the button "Access to the portal" from the list of contacts ...