WorkOS by Befocusy WorkOS Help center

How to activate and configure the client portal

The client portal is the separate site where your clients view your documents (the article "What the Client portal is and how the recipient of a document uses it" tells you about it). Here you'll see how to get it ready from your side.

What you need

  • The Documentation module turned on in your account. If you don't see the Documents section, contact whoever manages your account.
  • Your Notion connected in Integrations.

Steps

  1. In Settings → Notion databases (Technical contact only), choose your Documents database and click Save databases.
  2. Open Documentation configuration and map at least Document status, Document type and Document date. Without them, the Documents section doesn't appear.
  3. Also map the relations that decide who can see each document. You'll find them in the article "Who can see each document in the portal".
  4. Under Statuses visible in the client portal, tick the document statuses you want the client to see in their list. If you don't tick any, the portal only shows the specific document you share, with no list or Desktop. A document in the archived status is never shown.
  5. Click Save configuration.
  6. Share each document with the Share with client button on its detail page.

The link and the Desktop

In Settings → Client portal (only the Owner sees it) you have the portal's general link, with a button to copy it. Whoever enters through it types their email, receives a code and lands on the Desktop, titled "Your portal". Today it offers the Documents entry, which opens the "Your documents" list with a search box, tabs by status and each document's type and status. If an account has more modules, the Desktop may show more entries.

Only someone who has at least one shared document, with access and in one of the visible statuses, gets into the Desktop. If nothing is available, they'll see "No options are available here yet."

Tip: before telling your clients, share a document with a contact of yours and enter the portal with their email to check that everything looks right.