Client Portal Access Provisioning (Onboarding)
A checklist with 7 steps: Confirm the portal platform matches the client's security and branding requirements.
By InnovaAI ResearchPublished
Client Portal Access Provisioning (Onboarding)
- 01
Confirm the portal platform matches the client's security and branding requirements
Review whether the chosen tool, such as Clinked or FuseBase, supports white-labeling and granular permissions. Verify that the client's data handling expectations align with the platform's compliance posture.
- 02
Collect the client's user list and role definitions before creating any accounts
Ask the client to specify who needs access, at what permission level, and whether any external contractors require limited visibility. This prevents over-provisioning and reduces the risk of unauthorized data exposure.
- 03
Create the portal workspace with the client's branding and custom domain
Apply the agency's or client's logo, color scheme, and domain to the portal. Platforms like Assembly and SuperOkay allow full white-labeling, which reinforces the client's trust in the agency's professionalism.
- 04
Set up role-based permissions and access groups
Define groups such as 'Client Admins', 'Client Viewers', and 'Agency Staff' with tailored permissions. Ensure that sensitive deliverables like financial documents are only visible to authorized roles.
- 05
Upload initial project files and create a welcome message
Populate the portal with relevant kickoff documents, timelines, and a personalized welcome note. This gives the client immediate value and demonstrates the portal's purpose as a central hub.
- 06
Send invitation emails with clear login instructions
Use the platform's built-in invitation system to send branded emails with a link to the portal. Include a brief guide on how to navigate key features, such as file sharing and approval requests.
- 07
Verify all invited users can log in and access their designated areas
Conduct a quick test with a sample user to confirm that permissions are working as intended. Address any access issues before the client's first active use to avoid friction.