The client portal

The client portal is a page where your clients — or your service users — find what concerns them: the requests they have submitted, their progress, the associated documents. It is what prevents the "where has my case got to?" phone call.

There is nothing to enable on each contact: access follows from the proof of identity provided at sign-in.

How your clients sign in

Two routes, which you enable independently in the portal settings:

• Sign-in link by email — the visitor enters their address; if it matches a contact in your CRM, they receive a link valid for thirty minutes. Simple, with no password to remember or manage.
• Identity provider — FranceConnect, ProConnect or any OpenID Connect provider you have configured in Admin Center → Identity providers with the "client portal" audience. The identity is then verified, which is essential for an administrative procedure.

You can require a verified identity: in that case, the email link is no longer enough to access case files.

What the client sees

• their requests and their progress, as your teams move them forward in Metaventus;
• the documents attached to those requests;
• the tabs you have chosen to display — you decide what is visible.

Setting it up

1. In Content → Pages, click Client portal: the page is created once for your account.
2. Open its settings: welcome message, tabs displayed, email link, verified identity.
3. Attach a domain to it if you want it to live under your own — see Public pages.

tip

A request that changes state in Metaventus is reflected immediately in the client's portal. Combined with a scenario that sends an email at every change of stage, you remove most follow-up phone calls.