Before You Dive In
This article is one step from our Master Help Guide: All About Client Portals. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Control which features your clients can access inside the portal
Set a default landing page for a smooth login experience
Enable or disable key tools like subscriptions, invoices, and messaging
How to Setup Your Client Portal Permissions
Click for written instructions
Click for written instructions
To setup your client portal permissions, from the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar, hover over [Client Portal] > and click [Settings]
Click the [App Permissions] tab where you can toggle on or off the areas you you want your clients to be able to access from inside their Client Portal. IMPORTANT NOTE: When Billing & Subscriptions is toggled ON, it means members will be able to self-cancel any active subscriptions they have with you
Once you have set your app permissions, you can select the default page you would like your clients to be directed to when they login into their client portal from the drop-down menu under 'Select default landing page'
When you have completed updating these settings, click [Save Settings] at the bottom right of your screen to save these changes
When your clients login, they will be directed to the default page you set, however they can access the other areas you have toggled on for them to access by clicking on the 'Home' Icon inside their client portal.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍