If you work with people online, you may have experienced the chaos of trying to do everything over email. Links and files get lost, email threads get mixed up, the support requests are never ending.

The beauty of a client portal is that it lets you keep everything organized in one convenient, user-friendly space. It reduces the stress and chaos for both you and the client.

In this article I will give an overview of Ahsuite client portals, how to use them, and how they can help you streamline your business.

Ahsuite lets you

https://ahsuite.com/account/portal/k723JPryK9E

The word "portal" means a door, which I suppose technically refers to a user login page, but typically "client portal" refers to the password-protected space where clients can access resources and communications.

Most client portal software has the ability to share documents and send messages. Ahsuite additionally has a project management system, team password manager, and the ability to embed countless web applications.

Ahsuite is used by a wide range of professionals, including:

Anyone who offers services online will benefit from consolidating their client interactions in a platform like Ahsuite. If you ever send links over email to your clients, then using a client portal would be a big upgrade for your business.

Client portals let you keep all your client work, resources, and communications consolidated in one place. They are designed to be powerful and flexible on the admin side, and extremely easy-to-use on the client side.

Ahsuite lets you share interactive web applications by embedding them in a page. That means you can put almost anything behind a password, such as:

And much, much more.

There are two ways to set your portal settings.

Either way you do it, you will have the same set of options to apply to your portals.

Your client portal has a left sidebar that you can customize in the portal settings. You can decide whether to let them see your contact details, add custom buttons to external pages, hide or rename tools, and decide whether you want pages listed in the sidebar or in a dropdown menu.

Do you want to be able to assign tasks to your client, or let them assign tasks to you? Do you want to use the portal to share passwords?

You can select which tools are visible in the portal sidebar for your client to access. Even if you remove the client's access to a tool, you can still use it internally with your team.

You don't need to customize the settings for every portal if you set portal defaults. These are accessed by going to the My Portals page and clicking the gear icon.

Alternatively you can set up one portal from its Portal Settings page and then click "Make Default" to apply those settings to future portals.

When you are drilled in to a portal, you will see a section in the left menu called Users. Expand that to add client users or internal users.

You will add your clients as Portal Users. You can furthermore allow the primary contact at your client to add or remove additional portal users for their staff.

The admin users are your internal team of collaborators, be they employees, contractors, or freelancers that you found by searching the Ahsuite User Network.

By default you are the Account Owner of any portal you add. You have the option to appoint another admin user as the Manager, or even to transfer ownership to another admin user.

Aside from the manager, your internal users are never visible to the client unless you include them in a task, conversation, or comment that is visible to the client.

You can add text, questions, or embed unlimited web applications inside a portal by adding a Page. You can learn more about Pages in Ahsuite here.

Access a list of your portals by clicking your profile in the top right corner of the screen to open the right sidebar and select My Portals. Alternatively you can just click the Portals widget on your home page, or select from the portals dropdown menu in the top navigation bar.

As with other items in Ahsuite, you must first archive a portal before you can delete it.

Once a portal has been archived, the account owner can filter to view archived items, and from there delete it.