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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