The customer portal can be used to:
- Let your clients supply and approve their artwork
- Let your clients view and update their contact preferences
Setting up the customer portal
If you want to activate the client portal, Click on the gear icon top right of screen > Under Settings - Click System Defaults, and in the Client Portal section, toggle on the switches for “Use Customer Portal."
Customising the portal - optional
Customising the portal header and footer
To customise the header and footer with your own logo and any extra text you wish to add, click on Portal Header or Portal Footer. This gives you an editor enabling you to add text, links and images.
To add your logo to the header, click on the MagManager logo and press delete to remove it. Then click the picture icon to upload your own logo in .jpeg or .png format.
A suitable size for your logo is 300px for a logo that is wider than it is long. For a square logo, try 200px.
In the portal footer, you will need to replace MagManager Ltd by your own company name. You can add more text and links to the footer if you choose to. You can also change the colours in the footer.
Portal Welcome Email in Document Templates
Please note your users no longer need a user name and password to use the portal, therefore you do not need to send them this email. Instead a GUID / Globally Unique Identifier is used to generate a direct link in the email your customers receive which links them straight to the artwork in the portal.