{"id":37627,"date":"2023-04-18T08:40:49","date_gmt":"2023-04-18T08:40:49","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&p=37627"},"modified":"2023-12-29T12:54:29","modified_gmt":"2023-12-29T12:54:29","password":"","slug":"portal-page-button-to-web-client-for-page-editing","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/portal-page-button-to-web-client-for-page-editing\/","title":{"rendered":"How To Use a Portal Button To Set up a Page for Customer Interaction"},"content":{"rendered":"\n

There are cases where clients in the portal need to not only read information from the page, but also edit it or add comments. For such cases, you can add a special button to the portal pages, which will pull up the FuseBase page in edit mode.<\/p>\n\n\n\n

Adding a Button<\/h2>\n\n\n\n

1) Go to the Customiser (Visual Editor) of the required portal.<\/p>\n\n\n\n

2) Click on the required page.<\/p>\n\n\n

\n
\"How<\/figure><\/div>\n\n\n

3) Click the Enable Client Editing<\/strong> option at the bottom of the page.<\/p>\n\n\n

\n
\"How<\/figure><\/div>\n\n\n

4) Activate the Editable for Client<\/strong> option and specify the desired button name, e.g. Edit Page.<\/p>\n\n\n

\n
\"How<\/figure><\/div>\n\n\n

5) Click Save<\/strong> and then Publish<\/strong> to release the changes.<\/p>\n\n\n

\n
\"How<\/figure><\/div>\n\n\n

6) Now your portal clients can go to the edit page directly from the portal.<\/p>\n\n\n

\n
\"How<\/figure><\/div>\n\n\n

7) Clients can make changes and save them by clicking Done<\/strong>.<\/p>\n\n\n

\n
\"How<\/figure><\/div>\n\n\n

Editing or Disabling a Button<\/h2>\n\n\n\n

1) To edit or disable a button, Open the Customiser and go to the page you want to edit.<\/p>\n\n\n\n

2) Click on the button.<\/p>\n\n\n

\n
\"How<\/figure><\/div>\n\n\n

3) Next, you can change the name of the button or disable it.<\/p>\n\n\n

\n
\"How<\/figure><\/div>\n\n\n

4) Click Save<\/strong> and then Publish<\/strong> to release the changes.<\/p>\n\n\n

\n
\"How<\/figure><\/div>","protected":false},"excerpt":{"rendered":"

There are cases where clients in the portal need to not only read information from the page, but also edit it or add comments. For such cases, you can add a special button to the portal pages, which will pull up the FuseBase page in edit mode. Adding a Button 1) Go to the Customiser […]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-37627","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":174,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Sabina Sher","author_nicename":"sabinasher","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/sabinasher\/"},"doc_category_info":[{"term_name":"Portals","term_url":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/"}],"doc_tag_info":[],"yoast_head":"\nHow To Use a Portal Button To Set up a Page for Customer Interaction - Sales AI Agents<\/title>\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\/portal-page-button-to-web-client-for-page-editing\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Use a Portal Button To Set up a Page for Customer Interaction - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"There are cases where clients in the portal need to not only read information from the page, but also edit it or add comments. For such cases, you can add a special button to the portal pages, which will pull up the FuseBase page in edit mode. Adding a Button 1) Go to the Customiser […]\" \/>\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=\"2023-12-29T12:54:29+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\/portal-page-button-to-web-client-for-page-editing\/\",\"url\":\"https:\/\/sales-ai-agents.com\/guides\/\",\"name\":\"How To Use a Portal Button To Set up a Page for Customer Interaction - 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\/12\/portal-page-button-1-1024x407.jpg\",\"datePublished\":\"2023-04-18T08:40:49+00:00\",\"dateModified\":\"2023-12-29T12:54:29+00:00\",\"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\/12\/portal-page-button-1-1024x407.jpg\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/12\/portal-page-button-1-1024x407.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\":\"How To Use a Portal Button To Set up a Page for Customer Interaction\"}]},{\"@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. Build your wikis, client portals and more with the Nimbus Platform collaboration tool ? A perfect space for online work\",\"publisher\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/sales-ai-agents.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/sales-ai-agents.com\/#organization\",\"name\":\"FuseBase\",\"url\":\"https:\/\/sales-ai-agents.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg\",\"width\":128,\"height\":128,\"caption\":\"FuseBase\"},\"image\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How To Use a Portal Button To Set up a Page for Customer Interaction - Sales AI Agents","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/portal-page-button-to-web-client-for-page-editing\/","og_locale":"fr_FR","og_type":"article","og_title":"How To Use a Portal Button To Set up a Page for Customer Interaction - Sales AI Agents","og_description":"There are cases where clients in the portal need to not only read information from the page, but also edit it or add comments. For such cases, you can add a special button to the portal pages, which will pull up the FuseBase page in edit mode. Adding a Button 1) Go to the Customiser […]","og_url":"https:\/\/sales-ai-agents.com\/guides\/","og_site_name":"Sales AI Agents","article_modified_time":"2023-12-29T12:54:29+00:00","og_image":[{"url":"https:\/\/nimbusweb.me\/wp-content\/uploads\/2025\/05\/og-2025.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/portal-page-button-to-web-client-for-page-editing\/","url":"https:\/\/sales-ai-agents.com\/guides\/","name":"How To Use a Portal Button To Set up a Page for Customer Interaction - 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\/12\/portal-page-button-1-1024x407.jpg","datePublished":"2023-04-18T08:40:49+00:00","dateModified":"2023-12-29T12:54:29+00:00","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\/12\/portal-page-button-1-1024x407.jpg","contentUrl":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/12\/portal-page-button-1-1024x407.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":"How To Use a Portal Button To Set up a Page for Customer Interaction"}]},{"@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. Build your wikis, client portals and more with the Nimbus Platform collaboration tool ? A perfect space for online work","publisher":{"@id":"https:\/\/sales-ai-agents.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/sales-ai-agents.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/sales-ai-agents.com\/#organization","name":"FuseBase","url":"https:\/\/sales-ai-agents.com\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/","url":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg","contentUrl":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg","width":128,"height":128,"caption":"FuseBase"},"image":{"@id":"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/docs\/37627","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/users\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/comments?post=37627"}],"version-history":[{"count":0,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/docs\/37627\/revisions"}],"wp:attachment":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/media?parent=37627"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/doc_category?post=37627"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=37627"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}