Setting up Client Portal: activation and access link
Three things to set up: activate the portal (toggle), find your API key (for the access link), and optionally a CORS domain for iframe integration. After that, clients can log in.
When do you use this?
Section titled “When do you use this?”- First activation of the portal for your office
- Generating a new access link to share with clients
- Setting up iframe integration on your own website
Step 1: Activating the portal
Section titled “Step 1: Activating the portal”- Settings → My Company in the sidebar.
- Tab Client Portal Settings.
- Toggle is_active ON.
- Save → immediate effect.
Step 2: The access link
Section titled “Step 2: The access link”The portal runs on its own domain. Clients log in via:
https://[portal-domain]/auth/signin?id=[YOUR_API_KEY]The id parameter (or company_id) = your API key = which office the client belongs to.
Without a valid parameter: the client is redirected to an information page explaining that they need the link from their agent.
Finding your API key
Section titled “Finding your API key”- Settings → My Company → API Keys.
- Copy your API key.
This is the same key as for API integrations. Keep it safe, treat it like a password.
Step 3: Portal on your website
Section titled “Step 3: Portal on your website”Place the full URL as a button/link on your site. Client clicks → login page. Simplest.
When a portal account is created from the CRM, the client automatically receives an email with login credentials + link. No need to share manually.
Client visits the portal URL → can register themselves via the sign-up page. Verification code by email. Existing contact email? Automatically linked. Otherwise: a new lead is created.
Optional: CORS domain
Section titled “Optional: CORS domain”Do you want to load the portal in an iframe on your own site, or have a custom widget that communicates with the Tesoro API? Add your domain as a CORS domain.
- Settings → My Company → General.
- Enter CORS Domain Name: complete with
https://, e.g.https://www.youragency.com. - Save.
Most offices do not need this. If in doubt, skip it.
What clients see after activation
Section titled “What clients see after activation”- Properties offered through a deal linked to the associated contact
- Appointments from the CRM
- Profile management + language settings
Browser title = your Company Name (from general settings).
Activation checklist
Section titled “Activation checklist”| Step | Location |
|---|---|
| Client Portal Settings = ON | Settings → My Company → Client Portal Settings |
| API key created | Settings → My Company → API Keys |
| Company Name filled in | Settings → My Company → General |
| Email settings configured | Settings → My Company → Email Settings |
| At least one property assigned to a deal | Properties + Deals |