CREDBIT PRACTICE KNOWLEDGE HUB
Client portal
Contact access and enabled client-app workflows.
Client portal
5 resourcesArticle · client portal
Prepare verified contact access
Decide what information the client contact is authorised to see.
Article · client portal
Explain the portal to a client
A brief introduction reduces confusion during first use.
Article · client portal
Use requests and approvals where enabled
Requests and approvals depend on the client-app extensions installed in the workspace.
Article · client portal
Review contact login after client deactivation
Client status and contact-login status can be linked by an installed cascade module.
Article · client portal
Troubleshoot client access without sharing secrets
Begin with the correct workspace URL and intended contact identity.