Create and manage external portal links for your clients.
| Client | Portal Link | Created | Actions | |
|---|---|---|---|---|
| William Wiley | wwiley@midwestvision.com |
/portal/wOF4lkeZ6T4
|
2026-04-01 | Preview |
Each client gets a unique portal link (e.g., yoursite.com/portal/aB3dEf9x).
When they visit, they'll see a clean, branded experience where they can upload their logo,
define their brand style, and generate presentations — all without seeing any other client's data.
Share the link via email or embed it in your client onboarding flow.