Skip to content
English - United Kingdom
  • There are no suggestions because the search field is empty.

Settings for the client portal

How to configure settings for the client portal in your Engager account

 We recommend you to navigate to 'File Name Templates'. These will 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 the file.

 

Client Portal Settings

 

Head to your Settings - Left Hand Side - Portal - General Settings



From here you can amend the settings and permissions that you want your client to see / interact with