Articles on: Settings

How to create a client portal URL link?

Steps for creating a client portal URL link in CaseFox:

Login -> Dashboard -> Settings -> General -> Client Portals-> Create Client Portal URL Link -> Details -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select settings from the sidebar and go to general.
Click on client portals, towards the top right, you will find a button situated “Create Client Portal Url Link”.
Click on the button, fill in the required details and click on save.

Updated on: 13/04/2023

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