Secure Client Access Portal

Your business will definitely benefit from a secure client access portal where a client can login and access their information, orders, private data and any other content that your business may need to make available.

With SuiteDash, you have the ability to customize your access portal with your own branding, logo and colors. In addition you can link a secure custom portal login page to your very own URL, which increases your client’s confidence and trust.

For your client, logging into your secure access portal couldn’t be easier. When you onboard the client, the platform will send them an email, which contains a link to the next step, which is where they set their own password (meaning it’s something that they’re comfortable with), and immediately after that step, they are securely given access to the portal. In addition, on the portal’s secure login page, your clients can trigger a password reset at any time and get themselves back into the portal in the case that they forget their password.

But, what about if your clients are resistant to another username and password? In this case, you can turn on what we call “Magic Link” login, which alleviates the need for your clients to remember a username or password. When they want to access your portal, they simply enter their email address after which the platform emails them a secure access link which, when clicked, will immediately (and somewhat magically) log the client into the portal. That’s it. That’s all.

SuiteDash has far too many features to describe in these paragraphs, so please take a few minutes and explore the website, sign up for a no-risk free trial, and schedule a one-on-one session with one of our experts today so you can see how SuiteDash’s features are built around giving you the ability to offer your clients a secure access portal.

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