The Client Portal is the private, branded website environment where your contacts – whether they are agents undergoing training, clients accessing exclusive resources, or referral partners tracking their progress – log in to access the specific content and features you've granted them through Close Master's Memberships and potentially Affiliate Manager functionalities. Think of it as the secure "front door" to the online courses (Chapter 11), community groups (Chapter 12), certificates, subscription details, and affiliate dashboards you offer. This chapter covers the Client Portal's key features from both the administrative setup perspective and the end-user (member) experience.
Sections in this Chapter:
- 13.1 Client Portal Overview & Access (Custom Domain)
- 13.2 Client Portal Dashboard & Navigation
- 13.3 Customizing App Permissions & Default Page (Admin Function within Account)
- 13.4 Client Portal Language Internationalization
- 13.5 Client Portal Notification Preferences (User & Admin Settings)
- 13.6 Subscription Management in Client Portal (If Selling Access)
- 13.7 Magic Links for Login
- 13.8 Client Portal PWA (Installable Web App)