Magic Links For The Client Portal

Magic Links For The Client Portal

Software Updates

January 10, 2024 ● 2 min read

Magic Links For The Client Portal
Experience unparalleled ease in navigating our CRM Client Portal with the introduction of Single Sign-On (SSO) Magic Links. This groundbreaking feature empowers users to generate personalized links, seamlessly integrating specific apps into the client portal dashboard, saving time and eliminating the need for repeated logins.
Magic Links For The Client Portal: Introducing Single Sign-On (SSO) Magic Links for our CRM Client Portal! Generate seamless magic links directly from the client portal, enabling quick access to specific child apps like courses, affiliates, and communities without the need for a separate sign-in process.👇🏻

⭐️ Why Does It Matter To Your Business?

  1. Effortless Access: Empower users with the convenience of magic links, allowing them to navigate directly to individual client portal apps without repeated logins.

  2. Custom Menu Integration: Enhance user experience by embedding magic links in the left-hand menu, providing easy access to chosen apps with a single click.

  3. Time-Saving Integration: Streamline user interactions and increase efficiency as sub-accounts and agency users gain direct access to their respective child apps, eliminating the need for multiple sign-ins.

⭐️ How To Use Magic Links For The Client Portal:

  1. Access the sites tab from the left navigation menu and Select Client Portal > Dashboard.

  2. In the “Actions” section click on “Generate Magic Link”.

  3. Now click on custom Menu and in the “Select app” section select the required option which you want.

  4. Now click Generate.

  5. Your link will be generated and you can copy by click on the shown button.

Unlock the power of SSO Magic Links to effortlessly navigate between client portal apps, providing a smooth and integrated experience for your users. Enjoy the seamless connectivity!

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