{"id":61981,"date":"2023-11-08T19:34:27","date_gmt":"2023-11-08T19:34:27","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=61981"},"modified":"2023-12-03T19:49:57","modified_gmt":"2023-12-03T19:49:57","password":"","slug":"how-to-manage-your-portal-from-the-web-version","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/how-to-manage-your-portal-from-the-web-version\/","title":{"rendered":"How to manage your portal from the Web Version"},"content":{"rendered":"\n<p>You can manage the portal and its content not only from the <strong>\u0421ustomizer<\/strong> but also from the <strong>Web Version<\/strong>. If there is a portal in the workspace, it is displayed in the sidebar:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-1-1024x476.jpg\" alt=\"\" class=\"wp-image-61982\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-1-1024x476.jpg 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-1-300x139.jpg 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-1-768x357.jpg 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-1-1536x714.jpg 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-1-1200x558.jpg 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-1-600x279.jpg 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-1.jpg 1598w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>If you click on the portal name, you expand it:<\/p>\n\n\n\n<p>1. <strong>Visual editor <\/strong>&#8211; clicking on the option will take you to the portal customizer:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"613\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-2-1024x613.jpg\" alt=\"\" class=\"wp-image-61985\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-2-1024x613.jpg 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-2-300x180.jpg 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-2-768x460.jpg 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-2-600x359.jpg 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-2.jpg 1072w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>2. <strong>Content &amp; Links<\/strong> &#8211; the portal structure is displayed here:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sidebar &#8211; list of folders\/links\/pages from the portal sidebar<\/li>\n\n\n\n<li>Topbar &#8211; list of folders\/links\/pages from the portal topbar<\/li>\n\n\n\n<li>Footer &#8211; list of folders\/links\/pages from the portal footer<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"886\" height=\"643\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-3.jpg\" alt=\"\" class=\"wp-image-61988\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-3.jpg 886w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-3-300x218.jpg 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-3-768x557.jpg 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-3-600x435.jpg 600w\" sizes=\"(max-width: 886px) 100vw, 886px\" \/><\/figure><\/div>\n\n\n<p>Clicking on a section reveals its content:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"648\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal-1024x648.gif\" alt=\"\" class=\"wp-image-61994\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal-1024x648.gif 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal-300x190.gif 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal-768x486.gif 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal-600x380.gif 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>The content in the sections directly reflects the content of your portal. It displays:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b2574417230_48\">\n<li>Folders and sections<\/li>\n\n\n\n<li>Portal homepage<\/li>\n\n\n\n<li>Links to external sites<\/li>\n\n\n\n<li>Pages with widgets<\/li>\n\n\n\n<li>Pages created in the Fusebase editor that are added to the portal<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b2574417230_332\">How to add pages and sections<\/h2>\n\n\n\n<p>You can add new pages and sections to the portal directly from the web version, without going to the portal customiser. To do this, hover over the desired section and click on the <strong>+ plus<\/strong> icon.<\/p>\n\n\n\n<p>Next, select what you want to create:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b2574417230_453\">\n<li>Folder &#8211; will create a new section in the portal<\/li>\n\n\n\n<li>Fusebase content &#8211; will create pages and open the editor, where you can design and add content to the page.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"500\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-4-1024x500.jpg\" alt=\"\" class=\"wp-image-61991\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-4-1024x500.jpg 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-4-300x147.jpg 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-4-768x375.jpg 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-4-1200x587.jpg 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-4-600x293.jpg 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-4.jpg 1246w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"b2574417230_647\">Page menu<\/h2>\n\n\n\n<p>You can also manage page and section settings through their menus. To access the <strong>Menu<\/strong>, hover over the desired section or page and click on the settings icon.<\/p>\n\n\n\n<p>Through the <strong>Menu<\/strong> you will be able to:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b2574417230_666\">\n<li>Manage the visibility status of the page or section (Visibility switcher)<\/li>\n\n\n\n<li>Edit the page\/section name and link (Edit option)<\/li>\n\n\n\n<li>Delete unnecessary pages or sections via the Delete option<\/li>\n\n\n\n<li>Copy a link to a page or open it in the portal<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal2-1024x640.gif\" alt=\"\" class=\"wp-image-61997\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal2-1024x640.gif 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal2-300x187.gif 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal2-768x480.gif 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal2-600x375.gif 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"b2574417230_993\">How do I edit my pages?<\/h2>\n\n\n\n<p>You can edit pages created in the FuseBase editor directly from the client without going to the Customizer! To do this, click on the desired page and start editing it in the editor window.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal3-1024x476.gif\" alt=\"\" class=\"wp-image-62000\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal3-1024x476.gif 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal3-300x140.gif 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal3-768x357.gif 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal3-1200x558.gif 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal3-600x279.gif 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">\ud83d\udea9 If the changes to the page are significant, we recommend changing the status to<strong> Invisible<\/strong> for the duration of editing, so that your clients don&#8217;t see the unfinished pages. Read more about Visibility status <a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/management-of-visib%d1%96lity-status-for-portal-pages\/\">here<\/a>.<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"579\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal4-1024x579.gif\" alt=\"\" class=\"wp-image-62003\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal4-1024x579.gif 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal4-300x170.gif 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal4-768x434.gif 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal4-1200x678.gif 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal4-600x339.gif 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Once the editing is complete, you can switch back to Visibility status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b2574417230_1029\">Transferring from Internal Space<\/h2>\n\n\n\n<p>You can transfer pages from Internal Space to your portal directly from the web version. There are two options:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b2574417230_1068\">\n<li>Transfer via <strong>Drag and Drop<\/strong>. Click on the desired page or folder and without releasing the mouse button drag it to the desired section of the portal.<\/li>\n\n\n\n<li>Use the <strong>Add to portal<\/strong> option on the desired page. The page will be added to the portal sidebar.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"616\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal5-1024x616.gif\" alt=\"\" class=\"wp-image-62006\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal5-1024x616.gif 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal5-300x181.gif 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal5-768x462.gif 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal5-1200x722.gif 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/Managingtheportal5-600x361.gif 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>You can manage the portal and its content not only from the \u0421ustomizer but also from the Web Version. If there is a portal in the workspace, it is displayed in the sidebar: If you click on the portal name, you expand it: 1. Visual editor &#8211; clicking on the option will take you to [&hellip;]<\/p>\n","protected":false},"author":32,"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-61981","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":458,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Evhenia Yasenkova","author_nicename":"alisa-evhenia-yasenkova","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/alisa-evhenia-yasenkova\/"},"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>How To Manage Your Portal From The Web Version - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"This is a quick start guide to the use of the FuseBase web client for your pages.\" \/>\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\/how-to-manage-your-portal-from-the-web-version\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Manage Your Portal From The Web Version\" \/>\n<meta property=\"og:description\" content=\"This is a quick start guide to the use of the FuseBase web client for your pages.\" \/>\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=\"2023-12-03T19:49:57+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<meta name=\"twitter:title\" content=\"How To Manage Your Portal From The Web Version\" \/>\n<meta name=\"twitter:description\" content=\"This is a quick start guide to the use of the FuseBase web client for your pages.\" \/>\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\/how-to-manage-your-portal-from-the-web-version\/\",\"url\":\"https:\/\/sales-ai-agents.com\/guides\/\",\"name\":\"How To Manage Your Portal From The Web Version - 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\/management-via-web-version-1-1024x476.jpg\",\"datePublished\":\"2023-11-08T19:34:27+00:00\",\"dateModified\":\"2023-12-03T19:49:57+00:00\",\"description\":\"This is a quick start guide to the use of the FuseBase web client for your pages.\",\"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\/management-via-web-version-1-1024x476.jpg\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/management-via-web-version-1-1024x476.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 manage your portal from the Web Version\"}]},{\"@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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