Everything you do in Ahsuite is tied to a client portal, so to really start using the platform you need to first add a portal.

To access your My Portals page, just click the Portals widget on your home page. Alternatively you can click your profile icon in the top-right corner of the screen to open a menu, or on desktop you can click the Portals tab in the header.

From your My Portals page you can add a new portal. You will be asked to give the portal a name (most people use the the client business name), and whether you want to add a portal user for your client.

You will have the option to have Ahsuite send the client an invitation email with a link to set their password. If you do not select to let Ahsuite notify the client, then it is up to you to reach out to them separately.

If you are a Pro or Agency user who has set their profile public and added the sign up form section, a client can register from your profile. In that case the client will receive an email verification email from Ahsuite.

When you drill in on a portal, a left-hand sidebar menu will open with various tools. In mobile, this is accessed via the hamburger menu in the top-left. Once inside the tools page, you can switch between clients using the drop-down menu.

Your client does not have access to this tools page. You decide which tasks, files, and passwords are shared with your client, and which pages are available in their client portal.

Portal Users are the individual people at the client business who have access to the client portal. These are added via the Portal Users page.

Admin users are your internal team. These can be your employees, contractors, or freelancers you have invited by searching the Ahsuite User Network.