Organilog

The articles below will help you get started with Client Portal management in Organilog.

<a href="https://support.organilog.com/en/articles/1534620-client-portal-management" rel="nofollow noopener noreferrer" target="_blank">Client Portal Management</a>

<a href="https://support.organilog.com/en/articles/4631452-create-a-shortcut-to-client-portal" rel="nofollow noopener noreferrer" target="_blank">How to access Client Portal?</a>

1. <a href="https://support.organilog.com/en/articles/1534620-client-portal-management" rel="nofollow noopener noreferrer" target="_blank">Client Portal Management</a>
2. <a href="https://support.organilog.com/en/articles/4631452-create-a-shortcut-to-client-portal" rel="nofollow noopener noreferrer" target="_blank">How to access Client Portal?</a>

Getting started with the Client Portal

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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