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At Clustdoc, a client portal is a public access URL you can put on your website, social media, email signatures to allow anyone to run a process without you having to do anything.
You can create and find portals in the Resources>Client Portals section of your account.
📌 How do client portals work?
- A portal is a way for a public audience to start one process
- Each process started will create a submission (Application) in your account
- At login, visitors will land on their most recent application and will be able to go the past ones from the top right of the interface
- ⚠️ It's not possible to simply register into a portal. A portal is a channel to start a process.
ⓘ It's not possible to register for process A and log back into the portal to start process B. Each process requires a registration.
Step 1. Let's create your portal
It's very easy to publish your application portal.
- Go to Resources>Client portals where you'll find our builder.
Step 2. Set up your portal
- Choose which process(es) 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
Step 3. Grab your portal access URL
- Go to the Link and Code tab
- Grab your portal access URL on the right side and share it with the world or put it on your website, social media, online ads, or email signature.
📌 Portals capabilities
Portals are really powerful. Learn what is possible to do using portals.
- You can have end-users select which process they want to start by selecting the multi-process option
- You can disable the ability to register on the portal, this way, people can only login
- You can create as many portals as need using different processes or the same process
- You can disable duplicate applications
- End-users will be able to log back into each process (from the portal) with the same password (Registration required first for each process)
- End-users will be able to move from an existing application to another from the top right of their interface