Setting up a client portal on your Pushbio page is essential for whitelabelling, assigning of workspace and delegating specifi tasks. It provides a professional space for clients to function.
Before you can use the client portal feature, you need to set up your custom domain name first.
How to Set up Portal Domain
- Login to your Pushbio account;
- On the user dashboard area, click on the 'Client portal' option on the left sidebar menu;
- On the next page, click on the 'Settings' tab located on the left side menu;
- You can choose to upload a logo by clicking on the "Choose file' button;
- Enter your site name in the space provided;
- Next, set your domain by picking from the available ones;
- You can also set up your SMTP mail settings by filling the host, port, SSL, username and password fields;
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- In the 'Reply to' box, enter an email address you wish to use to respond via mail.
- When you are done, click on the 'update' button to save your portal settings.
