Client Portal settings

One switch to activate or deactivate the Client Portal for your company. Plus API key overview for access links to clients.

Admin role

Settings → Company Settings → Client Portal Settings.

When do you use this?

• First activation of the portal for your office
• Temporarily disable during maintenance
• Look up the API key for the access URL

The is_active toggle

Status	Effect
On	Clients with a valid link can log in
Off	No client can reach the portal, immediate blocking

Change takes immediate effect. Accounts are not deleted upon deactivation, they work again as soon as the portal is activated.

Access link + API key

Clients enter via:

https://[portal-domain]/auth/signin?id=[API-KEY]

API key = company identification. Find it in Settings → Company Settings → API Keys.

Treat like a password

Sharing the key separately also gives API access. Share the full URL with the id parameter.

CORS domain

When integrating the portal via iframe on your own site or website widget: add your domain as a CORS domain. See Settings → Company Settings → CORS Domain Name.

Full explanation about Client Portal setup: Setting up and configuring the portal.

Next step

Client Portal, overviewWhat the portal does for your clients.