Step-by-step guide to create a client portal with Formaloo скачать в хорошем качестве

Step-by-step guide to create a client portal with Formaloo

In this video, we break down how to create and manage a client portal with Formaloo. 🚀 You'll learn the benefits of using a client portal for secure file sharing, real-time project updates, and streamlined communication. We cover: 👉 What a client portal is and how it works 👉Step-by-step instructions on setting up a client portal in Formaloo 👉 Enabling public view and portal mode 👉 Setting up user access, roles, and permissions for clients 👉 Managing user access levels and assigning roles effectively 👉 Watch now to explore how Formaloo can help you enhance client management! 🧩 Client portal template: https://dashboard.formaloo.com/templa... 🔗 Find out what more can be done with Formaloo's portals: https://www.formaloo.com/portals 📖 Read more about what the client portal is and how it can be used: https://www.formaloo.com/blog/what-is... ⚙️ Read detailed instructions of creating a client portal: https://help.formaloo.com/en/articles... 👍 Like this video? Hit the thumbs up and subscribe for more quick tips and tutorials! ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Learn more about Formaloo 👉 https://help.formaloo.com/en/articles... Here's an ultimate guide to Formaloo 3.0 👉 https://help.formaloo.com/en/articles... 🚀 Like, share, and subscribe for more content for your business. FREE SIGN UP (No credit card required, of course) - https://www.formaloo.com/ 🤩 For more guides & tutorials for your first day with Formaloo, subscribe to our channel! ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🖐 SAY HELLO ON SOCIAL MEDIA 💜 Twitter:   / formaloo   Facebook:   / formaloo   Instagram:   / formaloohq   LinkedIn:   / formaloohq   Community Channel: https://community.formaloo.com/home ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #nocode #portal #clientportal 0:00 Intro 0:18 What is a client portal? 0:37 How to create a client portal? 1:44 Enable portal mode 2:09 Set up a user portal 3:15 Share access with clients 2:59 Manage different access levels 4:30 Ouro