All updates
Improvement
Client portals: the client's logo and a sign-in link
The client's logo can be added as soon as their access is created, and a sign-in link can be copied for a client who has already activated their access, just like for a user.
- Settings › Access › Client portals › New client access: new “Client logo” field (image or PDF, to crop). It is shown at the top of their client portal, and already in the window's preview.
- The client can change or remove their logo themselves, in My account in their portal.
- “…” menu of an active access: “Copy a sign-in link”. Valid for 48 hours and once only, it lets the client choose a new password and enter their portal, for example if they have forgotten theirs.
- “…” menu of an access › Edit: the window has the same layout as “New client access”, with the preview of what the contact will see, the summary and the client's properties. The client's logo can also be changed there.