{"id":62625,"date":"2023-11-16T10:25:23","date_gmt":"2023-11-16T10:25:23","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=62625"},"modified":"2025-05-08T13:26:45","modified_gmt":"2025-05-08T13:26:45","password":"","slug":"client-portals-guide","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/client-portals-guide\/","title":{"rendered":"Client Portals &#8211; Quick Guide"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p>We are happy to see 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. They allow you to create no-code websites based on FuseBase pages, bringing your internal and external collaboration to one place.<\/p>\n\n\n\n<p>Use FuseBase Portals as a knowledge base and publish all the information your clients &amp; partners need such as meeting notes, updates, and roadmaps. 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.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">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 <strong>New Portal<\/strong>. You will be redirected to Wizard, where you can configure the first settings for your portal. The process will only take a few minutes!<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2554\" height=\"1063\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-51.png\" alt=\"\" class=\"wp-image-89559\"\/><\/figure>\n\n\n\n<p>Since your portal is ready now, let&#8217;s make some more changes!<\/p>\n\n\n\n<p>Here is an example of a completed homepage, let&#8217;s start with yours.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2559\" height=\"1349\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-52.png\" alt=\"\" class=\"wp-image-89563\"\/><\/figure>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">The Portal is provided with the welcome sections, pages, and widgets as templates for demonstration purposes. It can be edited or deleted later.<\/div>\n\n\n<p>In the sidebar, you will find the <strong>Client Portal<\/strong> section, which includes the following items:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The portal name with a link to access the portal.<\/li>\n\n\n\n<li>A link to the portal analytics.<\/li>\n\n\n\n<li>Sections containing the portal\u2019s content: <strong>Sidebar, Top Bar, and Footer<\/strong>.<\/li>\n\n\n\n<li>Portal settings.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-11_23_25.webm\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Visual Editor<\/h2>\n\n\n\n<p>When you click on a portal page, you can enter its editing mode. For example, click on <strong>Homepage<\/strong> to edit the main page of your portal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2467\" height=\"1390\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-53.png\" alt=\"\" class=\"wp-image-89573\"\/><\/figure>\n\n\n\n<p>Next, you will enter the portal page editor, which can be divided into three areas:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Left sidebar<\/strong>, where you can manage portal pages and folders.<\/li>\n\n\n\n<li><strong>Central area<\/strong>, where the portal content is displayed.<\/li>\n\n\n\n<li><strong>Right control bar<\/strong>, where you can adjust page settings and add new blocks.<\/li>\n<\/ul>\n\n\n\n<p>You can hide the sidebar and control bar by clicking on the corresponding options.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-11_59_06.webm\"><\/video><\/figure>\n\n\n\n<p>At the top, you will find three ways to work with your portal content:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Builder<\/strong>: Edit everything\u2014both the sidebars and the page content.<\/li>\n\n\n\n<li><strong>Focus Mode<\/strong>: Hide the sidebars to concentrate on the page content.<\/li>\n\n\n\n<li><strong>Preview<\/strong>: See your portal exactly as your visitors will.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-12_08_01.webm\"><\/video><\/figure>\n\n\n\n<p><strong>Adding New Content to the Portal<\/strong><\/p>\n\n\n\n<p>You can add various items to your portal:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pages<\/li>\n\n\n\n<li>Folders<\/li>\n\n\n\n<li>Links<\/li>\n\n\n\n<li>And more<\/li>\n<\/ul>\n\n\n\n<p>Let&#8217;s try adding a new page to the portal and inserting several blocks into it. To do this, click on <strong>Add new Portal page<\/strong>, then use the <strong>+<\/strong> button to add new blocks.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-12_34_39.webm\"><\/video><\/figure>\n\n\n\n<p>As you can see, it&#8217;s very simple and fast. Now, let&#8217;s try adding a new <strong>folder<\/strong> and then creating a <strong>new page<\/strong> inside it with some blocks. To do this, hover over the desired section, such as <strong>Sidebar<\/strong>, and click on <strong>+<\/strong>. Then, select <strong>New folder<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-12_42_29.webm\"><\/video><\/figure>\n\n\n\n<p>Let&#8217;s go ahead and add an <strong>external link<\/strong>, for example. Then, in the <strong>Top Bar<\/strong>, let&#8217;s add a <strong>File Manager<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-12_55_09.webm\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Editing Portal Content<\/strong><\/h2>\n\n\n\n<p>Now, let&#8217;s try modifying the added blocks\u2014for example, changing their appearance or content. To do this, click on the <strong>Edit<\/strong> option and adjust the block settings.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-14_58_30.webm\"><\/video><\/figure>\n\n\n\n<p>For a <strong>Blank<\/strong> block, you can edit the content directly. Simply click inside the block and start making changes.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-14_58_51-1.webm\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Blocks\/Widgets<\/h2>\n\n\n\n<p>Make your portal special with different widgets! You can add widgets to:<\/p>\n\n\n\n<p>\u2705 Homepage<\/p>\n\n\n\n<p>\u2705 Folder page<\/p>\n\n\n\n<p>\u2705 Blank Page<\/p>\n\n\n\n<p>You can relocate widgets using drag-and-drop.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-15_22_58.webm\"><\/video><\/figure>\n\n\n\n<p>Below, we will introduce some of the blocks available in the portal customizer.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Card group<\/h3>\n\n\n\n<p>The <strong>Card group<\/strong> will redirect portal visitors to the site you&#8217;ve added.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-15_35_13.webm\"><\/video><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Embed<\/h3>\n\n\n\n<p><strong>The embed blocks<\/strong> will help you with services<del>,<\/del> you&#8217;d like to tadd ho te portal. You can see the great amount of service s provided or the embeds.<\/p>\n\n\n\n<p>To add the <strong>Embed<\/strong>, &#8211; follow these steps:<\/p>\n\n\n\n<p>Click on Embed and Integrations \u2192 Enter your link or embed code \u2192 Click the <strong>Add<\/strong> button<\/p>\n\n\n\n<p>The&nbsp;<strong>Embed&nbsp;<\/strong>will help you keep all your documents in one place without switching between pages. FuseBase works well for plugging in widgets from other platforms. Use different features to achieve more.<br>You can embed popular services such as<del>:<\/del> YouTube, Hubspot, Calendly and others.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-15_57_52.webm\"><\/video><\/figure>\n\n\n\n<p>You can find more information how to use embed feature in the portals <a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/how-to-use-embed-feature-in-the-portals\/\">here<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Chat<\/h2>\n\n\n\n<p>Want to communicate in the Portal? The Chat widget is the best way to do it. Follow the next steps to add the Chat widget:<\/p>\n\n\n\n<p>Choose the <strong>Chat<\/strong> in the <strong>Add Block<\/strong> \u2192 Enter the title \u2192 Choose the channel or direct messages \u2192 Choose <strong>Show<\/strong> or <strong>Not to show<\/strong> the chat only to workspace members \u2192 Click on the <strong>Add<\/strong> button \u2192 The <strong>Chat<\/strong> widget has been added successfully.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-15_57_52-1.webm\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Page from Internal Space<\/h2>\n\n\n\n<p>You can also add pages from <strong>Internal Space<\/strong>. For example, you can first prepare materials with your team, get approval, and only then add them to the portal.<\/p>\n\n\n\n<p>Choose Internal space in <strong>Add Block<\/strong> \u2192 Select desired page \u2192 <strong>Change the title<\/strong> if you need \u2192 Click on the <strong>Add<\/strong> button \u2192 The Page widget has been added successfully.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-16_18_21.webm\"><\/video><\/figure>\n\n\n\n<p>You can edit or delete the <strong>page widget<\/strong> by clicking on the three dots icon or hovering over the info block. To edit the content, simply click on the page.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/screencast-alfa_dev-thefusebase_com-2025_02_27-16_21_26.webm\"><\/video><\/figure>\n\n\n\n<p>These are just a few of the many widgets available in the <strong>customizer<\/strong>. You can learn more about other widgets in our <strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/\">guides<\/a><\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Publishing<\/h2>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">\n<div id=\"b4095940038_6859\" class=\"primary-blot text-blot hintblock indent-0 focused-block allow-dragging\" data-block-background=\"grey\">\n<div class=\"nimbus-text text-align-left\">\n<p class=\"editable-text\">Don&#8217;t forget to save all your settings! The &#8220;Publish&#8221; button is right there.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"558\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-61-1024x558.png\" alt=\"\" class=\"wp-image-89722\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-61-1024x558.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-61-300x163.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-61-768x418.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-61-1536x837.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-61-1200x654.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-61-600x327.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-61.png 1702w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Click on the <strong>Publish<\/strong> button and the window with the latest changes will open. There you can see when the last changes were made and what was changed. Click on <strong>Update<\/strong> current portal <strong>to save changes<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"646\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-62-1024x646.png\" alt=\"\" class=\"wp-image-89726\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-62-1024x646.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-62-300x189.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-62-768x485.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-62-1200x757.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-62-600x379.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-62.png 1529w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>When the changes are made, you can see the portal by clicking on the <strong>View Porta<\/strong>l button.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Settings<\/h2>\n\n\n\n<p>In Settings, you will find various customization options and settings for your portal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"553\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-65-1024x553.png\" alt=\"\" class=\"wp-image-89742\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-65-1024x553.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-65-300x162.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-65-768x415.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-65-1536x830.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-65-2048x1106.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-65-1200x648.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-65-1980x1069.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-65-600x324.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b318094637_2432\">General<\/h3>\n\n\n\n<p>You can configure <strong>site images<\/strong>, <strong>titles<\/strong> and <strong>descriptions<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Access permissions<\/h3>\n\n\n\n<p>Set the permissions of your portal in the <strong>Access<\/strong> menu.<\/p>\n\n\n\n<p>Two levels of access are available:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b3361323311_849\">\n<li>Who can access Customizer (Portal Editor);<\/li>\n\n\n\n<li>Who can access this Portal.<\/li>\n<\/ul>\n\n\n\n<p>Choose the levels of users who can edit your portal and see all options with the <strong>Access Builder Console.<\/strong><\/p>\n\n\n\n<p>As you can see, there are some options that define which users in your FuseBase organization have <strong>access to the portal.<\/strong><\/p>\n\n\n\n<p>If you select <strong>Anyone outside your organization,<\/strong> even a person outside your organization can see the portal.<\/p>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">\n<div id=\"b3361323311_1313\" class=\"primary-blot text-blot hintblock indent-0 focused-block allow-dragging\" data-block-background=\"grey\">\n<div class=\"nimbus-text text-align-left\">\n<div id=\"b99105586_19382\" class=\"editable-text paragraph indent-0 allow-dragging focused-block\">If you restrict access to the portal to <span class=\"background-color\" data-highlight=\"yellow\">only certain<\/span> users, access outside your organization will be restricted too.<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"572\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-66-1024x572.png\" alt=\"\" class=\"wp-image-89748\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-66-1024x572.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-66-300x168.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-66-768x429.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-66-1536x858.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-66-2048x1144.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-66-1200x671.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-66-1980x1106.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-66-600x335.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Custom code<\/h3>\n\n\n\n<p>Insert custom<strong> HTML\/JS<\/strong>\/<strong>CSS <\/strong>into Portal to integrate chats, chatbots, call-to-action services, analytics, etc. <a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/adding-support-for-fonts-from-google-fonts-to-porta\/\">Here<\/a> you can read about how to use this functionality, for example, connecting <strong>Google Fonts<\/strong> to your portal.<\/p>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">Custom scripts <span class=\"background-color\" data-highlight=\"yellow\">only<\/span> work with an active personal subdomain (CNAME). You can activate the subdomain in the organization&#8217;s settings page. CName is <span class=\"background-color\" data-highlight=\"yellow\">only available<\/span>\u00a0for Business<\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>Client Role Settings<\/strong><\/h3>\n\n\n\n<p>Here, you can define what clients can and cannot do within the portal. Currently, you can manage task permissions. For example, you can restrict clients from creating or editing tasks.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>AI Assistant<\/strong><\/h3>\n\n\n\n<p>Here, you can enable or disable the AI Assistant in the portal. You can make it available to all visitors or only to logged-in clients.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to delete an unnecessary portal?<\/h2>\n\n\n\n<p>To delete a portal, go to General Settings and click on Delete Portal. You\u2019ll then need to confirm the deletion to complete the process.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"554\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/05\/image-1-1024x554.png\" alt=\"\" class=\"wp-image-90604\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/05\/image-1-1024x554.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/05\/image-1-300x162.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/05\/image-1-768x415.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/05\/image-1-1536x831.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/05\/image-1-2048x1107.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/05\/image-1-1200x649.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/05\/image-1-1980x1071.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/05\/image-1-600x324.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Custom Domain Name with FuseBase Portal<\/h2>\n\n\n\n<p>Before setting the portal&#8217;s <strong>Custom Domain<\/strong>, you need to configure the <strong>Custom Domain<\/strong> for your organization. You can find more information in our <a href=\"https:\/\/sales-ai-agents.com\/guides\/branding\/custom-subdomains-cname\/\" target=\"_blank\" rel=\"noreferrer noopener\">guides<\/a>.<\/p>\n\n\n\n<p>If you want to use your own domain name, and you have access to your registrar&#8217;s dashboard \/ DNS control panel, you can easily connect your custom URL to the portal.<\/p>\n\n\n\n<p>In order to do so, please follow these steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b318094637_445\">\n<li>Click on the button + and choose <strong>New portal<\/strong> and add a domain name you want to use. It may be any valid FQDN.<\/li>\n\n\n\n<li>Login to your domain&#8217;s registrar control panel.<\/li>\n\n\n\n<li>Go to&nbsp;<code>Domain List<\/code>&nbsp;\u2192 click on&nbsp;<code>your-company-name<a href=\"http:\/\/menulogic-k12.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">.com<\/a><\/code>&nbsp;\u2192 click on&nbsp;<code>DNS Zone Settings<\/code><br>Click on&nbsp;<code>Add New DNS Record<\/code>&nbsp;link.<\/li>\n\n\n\n<li>Choose the type<strong> CNAME<\/strong>.<\/li>\n\n\n\n<li>In the dialogue <strong>Proceed to configurations, <\/strong>click on the <strong>Name<\/strong> and it will be copied.<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">\n<div id=\"b99105586_21041\" class=\"editable-text paragraph indent-0 allow-dragging focused-block\">The DNS records are valid for 72 hours. Configure your DNS records in the domain&#8217;s registrar control panel <span class=\"background-color\" data-highlight=\"yellow\">within<\/span> 72 hours.<\/div>\n<div id=\"b99105586_21184\" class=\"editable-text paragraph indent-0\">\u00a0<\/div>\n<\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Paste it into the title, click on <strong>Value<\/strong> and it will be copied. Then, paste it into the value in your domain&#8217;s registrar control panel. <code>TTL has to be a default value<\/code><\/li>\n\n\n\n<li>Once done, click on the&nbsp;<code>Save <\/code>button. The first <strong>CNAME<\/strong> record is successfully created.<\/li>\n\n\n\n<li>Follow the same steps with the second <strong>CNAME<\/strong> record in the dialogue<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">Once the CNAME records are created in the domain&#8217;s registrar control panel, the process of setting up is started. When the portal is ready, a message will appear.<\/div>\n\n\n<h2 class=\"wp-block-heading\">Enjoy your portal!<\/h2>\n\n\n\n<p>Have some questions?<\/p>\n\n\n\n<p>Contact us <a href=\"mailto:contact@thefusebase.com\" target=\"_blank\" rel=\"noreferrer noopener\">contact@thefusebase.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction We are happy to see you in FuseBase Portals, the best collaborative tool for Clients and Teammates! FuseBase Portals are centralized hubs for your clients and partners. They allow you to create no-code websites based on FuseBase pages, bringing your internal and external collaboration to one place. Use FuseBase Portals as a knowledge base [&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-62625","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":1497,"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>How to use FuseBase Portals - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"Discover FuseBase Portals as a knowledge base and publish all the information your clients. 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