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Portals

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43 guides
  1. Managing Fusebase Portals with AI Agents: Quick Guide
  2. Member menu – allows members to manage their profile
  3. Get Notified When a Client Visits Your Portal
  4. Adding AI Apps and Features to FuseBase Portals
  5. Embed Fusebase databases and dashboards into portals
  6. Managing Email Notifications for Clients
  7. Tip: How to change the image on the Login page
  8. How to Set What Clients Can and Cannot Do
  9. Adding AI Agents to FuseBase Portals
  10. Linked Folders and Pages – Adding folders and pages to multiple portals at once
  11. Access Management in the Portal – Quick Guide
  12. Display data from Monday.com in the Fusebase portal
  13. Displaying data from other services (HubSpot, Asana, etc.) in the portal
  14. E-Signature – Client Contract Management – Quick Guide
  15. Forms – creation and completion of forms on the portal
  16. Variables in the portal – adding the client’s name to the Hero and other portal blocks.
  17. Processes in the Portal – Quick Guide
  18. Linked Blocks or Projections – Quick Guide
  19. Portal Analytics – Guide
  20. Hero screen and Topbar – Quick guide
  21. Custom Widget – Quick Guide
  22. Notification/Updates Panel – Quick Guide
  23. Adding support for fonts from Google Fonts to portal
  24. Folder Permissions: Tips & Tricks for Portal Management
  25. Welcome Message & Search Management via Hero Section
  26. File Manager – Use Cases & Features
  27. Client Portals – Quick Guide
  28. How to manage your portal from the Web Version
  29. Management of Visibility status for portal pages
  30. Internal Space and Portals – how do they differ?
  31. How to Invite a Customer to The Portal via Client Role
  32. JS integrations in the client portal
  33. How to use embed feature in the portals?
  34. Collaborate With Clients Using FuseBase Portals
  35. Adding a Page to the Portal from the Internal Space
  36. Add Chat to the Portal and Start Communicating with Clients
  37. File Uploader for Portal
  38. Magic Links
  39. How To Use a Portal Button To Set up a Page for Customer Interaction
  40. Custom Domain Name with FuseBase Portal
  41. Switching from the Customiser
  42. How Do I Manage Access to Portal Customizer?
  43. Create the Client Portal

Frequently asked questions

What is a client portal in FuseBase?

It is a personalized, branded area that you provide a customer with on the work you collaborate. There are files, pages, tasks, databases and approvals emanating there rather than spread across email threads. Your team continues to work in your internal workspace, and you decide what of that work or not is visible in the portal.

How do I control what a client can see and do in a portal?

Access is assigned on a per-portal and per-item basis. You choose what folders and pages are visible and whether or not a client has the ability to view, comment, edit or upload. Clients can only view what you are posting in their portals and not in your workspace. You may alter any of it subsequently without reconstructing the portal.

Can I share the same folder with several clients at once?

Yes. Linked folders and pages can have a single source visible in more than one portal, thus you can edit it in one place and all the portals display the updated version. That would suit common material like an onboarding checklist or a description of the service, and client specific work remains in the portal of that specific client.

How do I know whether a client actually opened their portal?

You get notified when a client visits and follow up on the day it counts rather than guessing. Email messages sent to customers can also be configured, which is important because an unnoticed quiet portal would otherwise remain unnoticed or a populated one would clog the inbox of a busy user.

What can AI agents and AI apps do inside a portal?

You can add agents and applications to a portal so defined work occurs where the client already is, e.g., answering questions based on the content you published or creating a draft based on a request. You decide the role, the rules and the access and your staff scrutinizes anything that should not be published freely.

Is this a replacement for our documents and spreadsheets?

It can store that work in a structured form instead of loose files, and that is what makes it filterable, linkable, and safe to display to a client in a portion. The choice to move everything or not is one you can make a process at a time.

Can clients take part in the process, not just read it?

Yes. Within the permissions you can set, clients are allowed to comment, approve, fill in what you requested and upload their own files. Their reply is a continuation of the inner work instead of coming in as an email to type.

Do we have to set this up ourselves?

You can, and you can also collaborate with FuseBase to do it. We assist in determining where technology is going to be of benefit, decide on a helpful starting point, and set up a process which your team is capable of running and controlling. Custom development and training is not automatic as present in all plans but setup and custom development and training is based on an agreed scope.

What is FuseBase?

FuseBase is a business-to-business (B2B) artificial intelligence (AI) native client-collaboration and client portal. It has been in operation since 2014 and the difference between what your team does and what your client sees is two sides of the same process so there will be nothing to be copied in one location to the other.