The Client Portal tab, accessible by admins through the Admin Portal, is designed for administrators to fully customize and manage the client portal experience. This ensures that any external users interacting with your portal see exactly what you want them to see, consistent with your brand.
The Client Portal tab allows you to control various aspects of your client portal, including layout, module naming, branding, and advanced modules.
Customizing the Client Dashboard
Within the Client Portal tab, administrators can manage the client dashboard view. This includes naming the modules your clients see, setting the order of their appearance, and ensuring the dashboard reflects the specific needs and preferences of your client base.
Branding Your Portal
Administrators can brand your portal with a wide range of branding options. These options include customizing the colors, headers, login page, and overall appearance to align with your brand identity, providing a cohesive experience across both web and mobile platforms.
Managing Advanced Modules
The Client Portal tab also enables administrators to manage advanced modules that enhance the client experience. These include:
- Live Support: Provide real-time assistance to your clients.
- Service Requests: Allow clients to file requests for assistance directly through the portal.
- Client Quick Links: Offer easy access to frequently used resources or websites outside of Moxo.
All these functions are available within the Client Portal tab in your Admin Portal, empowering you to customize your client portal.