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How to embed a portal in your website pages (HTML)

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You can create as many portal HTML codes, Eg. One per team member, one per process, etc and add them in each of your web pages.

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How to embed a portal in your web pages 

It's very easy to publish your application portal. Go to Resources>Client portals  where you'll find our builder. 

Step 1: Create a portal

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Step 2: Set up your portal

1/Choose which process will drive the experience and for which you want to create a portal.
Define whether or, not you want to tag these incoming applications using Clustdoc tags. 

⚠️  Don't forget to add your page URL, so we can redirect registered visitors to the portal login page on your website ⚠️ 

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Step 3: Grab your portal HTML code


Grab your portal HTML code on the right side (Link and code tab) and add it to your pages. The portal will be available in an Iframe.

 

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Note that only visitors who registered via your portal can log back into it. The ones whom you invited from your account will go back to their secure interface through email notifications or their access link. 

 

 

 

 

 

 

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