What is a client portal?

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 your processes 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 access a 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 register for process A and log back into the portal to start process B. Each process requires a registration.

Read More about Client Portals

1/ How to create a client portal

2/How to embed your portal into your website

3/How to embed your portal into your WP

4/How to disable registration on a portal