Back Home > Tamarac Reporting > Clients and Client Portals > Client Portals > New Client Portal > Workflow: Set Up a New Client Portal
|
Back |
Home > Tamarac Reporting > Clients and Client Portals > Client Portals > New Client Portal > Workflow: Set Up a New Client Portal
|
Workflow: Set Up a New Client Portal
We are currently testing the new Client Portal in beta. We encourage you to contact us to activate this feature and give us your feedback so that we can continue to improve it to meet your needs
This workflow provides the steps for how to set up a new client portal in Tamarac Reporting.
In this short video, you'll get an overview of the configuration process and how to set up the new client portal.
Before you can access the new client portal, you must contact your dedicated Support Team and ask to have the new client portal enabled for your firm. Once enabled, all users with Admin access will be able to see and use the new Configuration Tool.
Admin users can control new client portal configuration access for non-Admin users with the role permission Client Portal | Configuration Tool.
|
|
1. |
Customize a Branding Template > Create a branded look and feel for the client portal by uploading a logo and setting the colors for different page elements. |
|
|
2. |
Customize Dates, Pages, and Widgets Get ready to customize Reports templates by building the libraries of dates, date periods, pages, and widgets. |
|
|
3. |
Customize a Reports Template > Set up the pages, dashboards, features, and left navigation you want clients to see when they visit the client portal. |
|
|
4. |
Set up one or more clients with the new client portal. |
To learn more about the new client portal, see Introduction to the New Client Portal.
For an overview of the components of the new client portal, see Elements of the New Client Portal.
