Have you ever wanted a place on your site where you can control everything behind the scenes? Or a special VIP section for your clients who want to sign up for special extra features? Well, you already have one, and it’s called the Portal.

The Portal acts as the back-end area of your site; a hub for all the features and capabilities you could want access to for managing your site. And at the same time, it’s also a place where clients can log in and gain access to special features you can provide for them, like the ability to transfer files back and forth. And you can determine what features are available for each user.

We will go more in depth into each one of the components in other sections, but if you want to learn the basics of using and navigating the Portal itself, you are in the right location!

A great place to start is, appropriately, the getting started section.

If you have questions about creating, editing, and deleting your user accounts, read about it here.

If you are interested in learning about clients signing themselves up, you’ll want this section.

The following is a quick video overview of one of the Secure File Exchange, one of the key features of the Portal: