{"id":61532,"date":"2023-11-07T16:07:36","date_gmt":"2023-11-07T16:07:36","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=61532"},"modified":"2023-12-04T20:27:41","modified_gmt":"2023-12-04T20:27:41","password":"","slug":"collaborate-with-clients-using-fusebase-portals","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/collaborate-with-clients-using-fusebase-portals\/","title":{"rendered":"Collaborate With Clients Using FuseBase Portals"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"357\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Collaborate-With-Clients-1024x357.png\" alt=\"\" class=\"wp-image-61932\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Collaborate-With-Clients-1024x357.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Collaborate-With-Clients-300x105.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Collaborate-With-Clients-768x268.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Collaborate-With-Clients-1536x536.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Collaborate-With-Clients-2048x715.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Collaborate-With-Clients-1200x419.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Collaborate-With-Clients-1980x691.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Collaborate-With-Clients-600x209.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b1796755775_2668\">What are Client Portals?<\/h2>\n\n\n\n<p>Client portals in FuseBase are branded, customized hubs to share work and communicate with your clients. Portals consolidate all the resources, feedback, and information clients need in one self-serve destination.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/960x540_Appsumo_1_gif_1.gif\" alt=\"\" class=\"wp-image-61936\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b1796755775_2626\">Typical Client Portal Workflow<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b1796755775_2704\">Create a Dedicated Workspace<\/h3>\n\n\n\n<p>Start by creating a new <a href=\"https:\/\/sales-ai-agents.com\/guides\/organization\/manage-workspaces-in-organization\/\" target=\"_blank\" rel=\"noreferrer noopener\">FuseBase workspace<\/a> dedicated specifically to the client project or initiative. This allows you to house all portal content, tasks, and team collaboration in one centralized location. Define the workspace structure through pages, nested folders, permissions, and more based on the scope of the engagement.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b1796755775_2744\">Build the Home Page<\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Customize Your Portal with Colors and Widgets\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/191u57I9k8I?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>The Home page is the entry point for your client portal. Build it to quickly orient visitors and highlight key content.<\/p>\n\n\n\n<p>Consider including sections like:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b1796755775_940\">\n<li>Overview video or project summary<\/li>\n\n\n\n<li>Navigation menu or page links<\/li>\n\n\n\n<li>Recent updates and activity feed<\/li>\n\n\n\n<li>Consolidated task lists or milestones<\/li>\n<\/ul>\n\n\n\n<p>Use FuseBase&#8217;s page editor to customize the layout and content. Add text, images, widgets, and more.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Add Content Pages<\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Add Different Content and Tools to the Portal\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/QImQpkt-Eps?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Now construct additional pages within the workspace to share content with your client.<\/p>\n\n\n\n<p>Create pages directly in FuseBase using blocks like text, images, tables, toggles, and more. Or integrate external content from your other tools.<\/p>\n\n\n\n<p>Enable certain pages as &#8220;Editable&#8221; to gather input from your client. Apply read-only as needed to restrict editing.<\/p>\n\n\n\n<p class=\"has-background-background-color has-background\">\ud83d\udca1 Pro tip: Use <a href=\"https:\/\/sales-ai-agents.com\/guides\/basics\/placeholder\/\" target=\"_blank\" rel=\"noreferrer noopener\">placeholders<\/a> in text blocks for clients to easily add their input and feedback. <a href=\"https:\/\/sales-ai-agents.com\/guides\/organization\/forbidding-of-editing-of-individual-blocks\/\" target=\"_blank\" rel=\"noreferrer noopener\">Lock certain blocks<\/a> that clients shouldn&#8217;t edit.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b1796755775_2804\">Enable Chat<\/h3>\n\n\n\n<p>Add a <a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/add-chat-to-the-portal-and-start-communicating-with-clients\/\" target=\"_blank\" rel=\"noreferrer noopener\">FuseBase chat widget<\/a> to any pages in the portal that you want your client to be able to communicate in real-time. The chat allows seamless conversations right within your portal environment.<\/p>\n\n\n\n<p class=\"has-background-background-color has-background\"><strong>\ud83d\udea9 <\/strong>Survey clients periodically for feedback on their portal experience and enhancement ideas.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b1796755775_3567\">Customize Branding<\/h3>\n\n\n\n<p>Leverage FuseBase&#8217;s White label capabilities to match the portal styling to your brand. Options for branding customization include:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b1796755775_3069\">\n<li>Using your own domain name (<a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/portal-guide-custom-domain-name-with-nimbus-web-portal\/\" target=\"_blank\" rel=\"noreferrer noopener\">CNAME configuration<\/a>)<\/li>\n\n\n\n<li>Setting <a href=\"https:\/\/sales-ai-agents.com\/guides\/branding\/custom-smtp\/\" target=\"_blank\" rel=\"noreferrer noopener\">custom SMTP<\/a><\/li>\n\n\n\n<li>Adding your logo, colors, and fonts<\/li>\n\n\n\n<li>Styling elements like headers, buttons, and menus<\/li>\n\n\n\n<li>Removing any FuseBase branding<\/li>\n<\/ul>\n\n\n\n<p>This allows you to present a seamless branded experience for your clients tailored specifically to your business and initiatives. The client only sees your brand, colors, and domain &#8211; not any external platform branding.<\/p>\n\n\n\n<p class=\"has-background-background-color has-background\">\ud83d\udea9 Use integrations via <a href=\"https:\/\/sales-ai-agents.com\/guides\/branding\/business-teams-account-html-js-injections-for-integrations\/\" target=\"_blank\" rel=\"noreferrer noopener\">JavaScript codes<\/a> to integrate marketing tools like Intercom or Zoho for expanded capabilities.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Send Client Access<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Send-Client-Access.gif\" alt=\"\" class=\"wp-image-61540\"\/><\/figure><\/div>\n\n\n<p>Once your portal is ready, simply invite clients via a <a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/magic-links\/\" target=\"_blank\" rel=\"noreferrer noopener\">magic link<\/a>. This allows them instant access without needing to create a password. For extra security, enable passcode protection on the portal link as well.<\/p>\n\n\n\n<p>Now your clients can enter the portal and have a transparent window into the project.<\/p>\n\n\n\n<p class=\"has-background-background-color has-background\">\ud83d\udea9 Set up alerts and notifications to prompt clients to revisit the portal for updates.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b1796755775_2857\">\ud83d\udd1d Best Practices<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update the portal regularly with new content to keep clients engaged. Consolidate information to make the portal the &#8220;source of truth.&#8221;<\/li>\n\n\n\n<li>Track <a href=\"https:\/\/sales-ai-agents.com\/templates\/meeting-minutes\/\" target=\"_blank\" rel=\"noreferrer noopener\">meeting notes<\/a> and summaries directly in the portal for easy reference.<\/li>\n\n\n\n<li>Embed relevant external tools using integrations.<\/li>\n\n\n\n<li>Enable <a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/add-chat-to-the-portal-and-start-communicating-with-clients\/\" target=\"_blank\" rel=\"noreferrer noopener\">FuseBase chat<\/a> and messaging to facilitate direct communications.<\/li>\n\n\n\n<li>Control permissions and access to give clients relevant self-service resources while protecting sensitive data.<\/li>\n\n\n\n<li>Promote portal usage during onboarding and integrate portal access into your workflows to drive adoption.<\/li>\n\n\n\n<li>Analyze portal analytics to identify opportunities to add high-value content that resonates with clients.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Related Guides<\/h3>\n\n\n\n<p><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/organization\/manage-your-projects\/\">Manage Your Projects<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/getting-started\/get-started-with-ai-in-fusebase\/\">Get Started with AI in FuseBase<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/getting-started\/create-super-docs\/\">Create Super Docs<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/organization\/work-with-your-team\/\">Work with Your Team<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What are Client Portals? Client portals in FuseBase are branded, customized hubs to share work and communicate with your clients. Portals consolidate all the resources, feedback, and information clients need in one self-serve destination. Typical Client Portal Workflow Create a Dedicated Workspace Start by creating a new FuseBase workspace dedicated specifically to the client project [&hellip;]<\/p>\n","protected":false},"author":27,"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-61532","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":568,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Darina Laha","author_nicename":"darina-laha","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/darina-laha\/"},"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>Client portals in FuseBase: what it is and how to use it - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"Discover client portal. Branded, customized hubs to share work and communicate with your clients.\" \/>\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\/collaborate-with-clients-using-fusebase-portals\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client portals in FuseBase: what it is and how to use it - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"Discover client portal. 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