Client Portal Settings
One switch to activate or deactivate the Client Portal for your company. Plus API key overview for access links to clients.
When do you use this?
Section titled “When do you use this?”- First activation of the portal for your office
- Temporarily disable during maintenance
- Look up API key for access URL
The is_active toggle
Section titled “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 once activated.
Access link + API key
Section titled “Access link + API key”Clients enter via:
https://[portal-domain]/auth/signin?id=[API-KEY]API key = company identification. Find it in Settings → My Company → API Keys.
CORS domain
Section titled “CORS domain”When integrating the portal via iframe on your own site or website widget: add your domain as a CORS domain. See Settings → My Company → General → CORS Domain Name.
Full explanation about Client Portal setup: Setting up and configuring the portal.
Next step
Section titled “Next step” Client Portal, overview What the portal does for your clients.