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9 of 10: Maximise Efficiency with Portal Customisation and Automation

Customise your client portal and set up powerful automations

Elevate your client experience with a customised portal and streamline your tasks with automation. Learn how these tools can transform your practice's productivity and client engagement.

Client Portal Settings

  1. Head to Settings and, in the Portal section of the left-hand menu, select General settings.
    Portal section of the Settings menu with General settings highlighted as step 1
  2. From here you can amend the settings and permissions that you want your client to see and interact with in General Client Portal settings. Set each option to yes or no, then select Save.
    General Client Portal settings showing the portal link and yes or no options for client account, contact information and service presentation, with the toggles highlighted as step 2

Client Login Screen

This is where you can really look to customise the look and feel for when your client is logging in: get your branding in there, get your colours and play with some emojis. Your portal login screen represents you and your practice.

Go to Settings > Portal > Client Login Screen. Under Adjustments, use Background colours to + add custom colour or add colours from practice logo, choose your Emojis, and pick what to show from the Brand drop-down. A Preview shows below.

Client Login Screen settings with background colours and emojis, highlighting add custom colour and the add emoji tile

Folder Templates and Structures

This is where you can set what folders you will need per client type, so folders for Self Assessment clients and folders for LTDs. All folders with read permissions show up straight away in each client's Portal.

For more on this, see How to manage folder structures in Engager.

  1. Go to Settings > Portal > Folder templates and choose a Client type:. You will see 3 options on each top-level folder: READ, WRITE and SUBFOLDER. The most important of these is READ: when it is green, your client can SEE the folder's documents in their client portal.
    Folder templates for Limited Company showing folders with READ, WRITE and SUBFOLDER badges, with the Accounts folder's badges highlighted as step 3 and the change sharing options icon on the AML folder highlighted
    If WRITE is green, it means that your client can interact with that folder: they can read, and upload their own documents to that folder. Handy. If you hold documents such as working papers for your client, keep them in a top-level folder that isn't shared with the client, so its READ badge shows grey. A subfolder inside a shared folder is shared too. If there's anything sensitive, make sure the folder remains grey.
  2. It's very quick and easy to change these permissions. Select the change sharing options icon, the fourth icon on the folder's row, then tick the options accordingly in Change sharing options. In this window, WRITE is labelled MODIFY folder contents. The options also affect all nested folders and files.
  3. Select Confirm.
    Change sharing options window for the AML folder with READ and MODIFY ticked, highlighting the options as step 4 and the Confirm button as step 5
  4. If you want to add a new folder and additional nested folders within, select + new top-level folder, enter a Nested folder name and select Confirm. Then select the add nested folder icon on that folder's row.
    Folder templates with the new top-level folder button highlighted as step 6 and the add nested folder icon on the Accounts folder highlighted

File name templates

Lastly, we recommend you navigate to Settings > Portal > File name templates. These allow you to set some pre-defined file names, so that when you upload a file to the portal you can quickly and consistently rename it. When uploading a file, select Rename and choose the template you want.