{"id":2951,"date":"2022-09-20T20:58:09","date_gmt":"2022-09-20T20:58:09","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=2951"},"modified":"2024-11-13T11:37:23","modified_gmt":"2024-11-13T11:37:23","password":"","slug":"creation","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/creation\/","title":{"rendered":"Create the Client Portal"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"b231997479_20\">Introduction<\/h2>\n\n\n\n<p>We are happy to meet you in FuseBase Portals, the best collaborative tool for Clients and Teammates!<\/p>\n\n\n\n<p>FuseBase Portals are centralized hubs for your clients and partners. Basically, they allow you to create no-code websites based on FuseBase pages bringing your internal and external collaboration in one place.<\/p>\n\n\n\n<p>Use <a href=\"https:\/\/sales-ai-agents.com\/blog\/top-customer-client-portal-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">FuseBase Portals<\/a> as a knowledge base and publish all the information your clients &amp; partners need such as meeting notes, updates, roadmaps, and so on. You can customize elements and add your own branding. And the most important thing\u2014 you control your information. You can share FuseBase Portals publicly or only with specific people, with specific rights.\u2728\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b231997479_739\">Creation<\/h2>\n\n\n\n<p>Excited to have your portal? Us too!<\/p>\n\n\n\n<p>Just one click to create the best space for you and your clients \ud83d\ude42<\/p>\n\n\n\n<p>Please, click + in the sidebar and choose &#8220;New Portal&#8221;. You will be redirected to Wizard, where you can configure the first settings for your portal. The process will take only a few minutes!<\/p>\n\n\n\n<figure class=\"wp-block-video aligncenter\"><video autoplay controls loop src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Wizard-2.mp4\"><\/video><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b231997479_1185\">Let&#8217;s start with Wizard!<\/h3>\n\n\n\n<p>It&#8217;s a starting point, where you can choose a Portal name, subdomain, and theme. Don&#8217;t worry you&#8217;ll be able to change it later in the settings!<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter the Name and Subdomain of the Portal\ud83d\udc47<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"489\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1-1024x489.jpg\" alt=\"\" class=\"wp-image-64243\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1-1024x489.jpg 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1-300x143.jpg 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1-768x367.jpg 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1-1200x573.jpg 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1-600x286.jpg 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1.jpg 1349w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Choose what you will use a client portal for \ud83d\udc47<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"490\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-2-1024x490.jpg\" alt=\"\" class=\"wp-image-64252\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-2-1024x490.jpg 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-2-300x143.jpg 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-2-768x367.jpg 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-2-1200x574.jpg 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-2-600x287.jpg 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-2.jpg 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Choose the theme for your Portal\ud83d\udc47<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"485\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-3-1024x485.jpg\" alt=\"\" class=\"wp-image-64257\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-3-1024x485.jpg 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-3-300x142.jpg 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-3-768x364.jpg 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-3-1200x569.jpg 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-3-600x284.jpg 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-3.jpg 1365w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">\ud83d\udea9On the portal you&#8217;ll have a meeting pages as a showcase, with some sections &#8211; you can delete them and add yours in the settings.<\/div>\n\n\n<p>Done! Thank you for your trust, here is your portal!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction We are happy to meet you in FuseBase Portals, the best collaborative tool for Clients and Teammates! FuseBase Portals are centralized hubs for your clients and partners. Basically, they allow you to create no-code websites based on FuseBase pages bringing your internal and external collaboration in one place. Use FuseBase Portals as a knowledge [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-2951","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":249,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kuzma Safonov","author_nicename":"kuzmasaf","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/kuzmasaf\/"},"doc_category_info":[{"term_name":"Portals","term_url":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create the Client Portal - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"Use Nimbus Portals as a knowledge base and publish all the information your clients &amp; partners need such as meeting notes, updates, roadmaps and so on.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/creation\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create the Client Portal - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"Use Nimbus Portals as a knowledge base and publish all the information your clients &amp; partners need such as meeting notes, updates, roadmaps and so on.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sales-ai-agents.com\/guides\/\" \/>\n<meta property=\"og:site_name\" content=\"Sales AI Agents\" \/>\n<meta property=\"article:modified_time\" content=\"2024-11-13T11:37:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/nimbusweb.me\/wp-content\/uploads\/2025\/05\/og-2025.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/creation\/\",\"url\":\"https:\/\/sales-ai-agents.com\/guides\/\",\"name\":\"Create the Client Portal - Sales AI Agents\",\"isPartOf\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1-1024x489.jpg\",\"datePublished\":\"2022-09-20T20:58:09+00:00\",\"dateModified\":\"2024-11-13T11:37:23+00:00\",\"description\":\"Use Nimbus Portals as a knowledge base and publish all the information your clients & partners need such as meeting notes, updates, roadmaps and so on.\",\"breadcrumb\":{\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/sales-ai-agents.com\/guides\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/#primaryimage\",\"url\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1-1024x489.jpg\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/image-1-1024x489.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Guides\",\"item\":\"https:\/\/sales-ai-agents.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Create the Client Portal\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/sales-ai-agents.com\/#website\",\"url\":\"https:\/\/sales-ai-agents.com\/\",\"name\":\"FuseBase\",\"description\":\"Sales AI Agents - Free Online Collaboration Software for Remote Teams. 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