Preview the Portal

OBJECTIVE

To preview the Portal as seen by your ClientLink and TeamLink users.

BACKGROUND

The Portal allows your ClientLink and TeamLink users to view the information relevant to the projects they have been assigned to. This is the perfect tool for keeping them up to date and informed during every stage of their projects!

THINGS TO CONSIDER

  • ClientLink and TeamLink users log in via your Public Profile to view the Portal

STEPS TO PREVIEW THE PORTAL

A. From the Company Dropdown Menu:

  1. Navigate to the Company Dropdown Menu at the top right corner of the page
  2. Select Preview Portals
  3. Choose the Contact as whom you want to preview the Portal 
    1. This will display a list of Projects of which the user is assigned
  4. Click Preview this Project to view what he or she can see in that Project
    1. The Portal will open in a new tab

B. From the Contacts page:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Team tab
  3. Right-click on the desired ClientLink or TeamLink user
  4. Click Preview Portals 
    1. The Portal will open in a new tab

VIDEO

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.