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Portal settings

Portal settings

Manage the client portal — invite users, review form templates, and track form requests.

Reviewed AdminVertiqa 1.54+

The portal page is where you manage the client portal — who has access, what forms you collect, and what's been submitted. Anyone with CRM access can open it to see the state of the portal, but the management actions (inviting, suspending, sending requests) require the portal-manage permission.

Tabs on the page

  • Overview — at-a-glance KPI cards covering portal users, active form templates, and outstanding form requests.
  • Portal Users — a table of every contact who has portal access.
  • Form Templates — read-only viewer for each template, including the fields table and a live preview.
  • Form Requests — submissions that need internal review.

Common admin tasks

  1. Invite a portal user. Search for the contact, send the invite, and the contact gets an email with their portal credentials.
  2. Resend an invitation if the original email expired or got lost.
  3. Suspend a user to revoke access without deleting their record. Reactivate later if needed.
  4. Remove a user when access should be permanently revoked.
  5. Send a form request to a portal user — they'll see it on their portal next sign-in.
  6. Open a form template to inspect its fields and how it will look to the user before sending it.

Tip

Suspend rather than remove for staff turnover at a customer — if the same person comes back, you keep their submission history.