Portals: a door of their own

A portal is a sign-in for the people you work with. Each portal is for one kind of person (clients, volunteers, students) and is backed by one of your lists, so a volunteer who signs in sees their own Volunteers record, their shifts, the files you shared, their invoices, and buttons to do things. Up to three portals per account.

Switch it on

Workspace settings, Add-ons, turn on Portals. It appears in the sidebar.

Create one

1. Open Portals and press New portal. Choose who it is for and which list holds their records. For clients, that is Customers.
2. Pick a look (Clean, Warm, Calm or Bold) and an accent colour, and write a welcome line people see before they sign in.
3. Add the sections (next page). Start from the volunteer, client or blank template.
4. The portal lives at trigig.com/portal/<its name>. Press Preview to see it as they see it.