Client portal overview скачать в хорошем качестве

Client portal overview

The Client Portal in Moxie offers a centralized, branded hub where clients can securely access all the information and tools they need—without needing a Moxie login. Access is granted via a single, reusable link and authenticated through a magic link sent to the client's email. Portal features and permissions are customizable on a global or per-client basis, including access to time tracking, projects, agreements, forms, invoices, and more. The portal is also multilingual and supports custom content and code for enhanced branding and functionality. 0:00 - Introduction to client portal 0:09 - Client access to the portal 1:20 - Customizing portal content 1:46 - Managing client permissions and custom access 2:25 - What the client sees in the portal 4:17 - Multilingual client experience