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How to set up a client portal
Create branded, scoped client and partner portals at portal.trustpager.com: design a template, share records, invite members with a branded email, and preview the portal from any opportunity or contact record before sending.
A client portal is a private, branded login where one client or partner sees only what you have shared with them: their forms, documents, invoices, work-order progress, meeting booking and document signing, all in one place at portal.trustpager.com. Each portal is themed to your company, and members only ever see records you explicitly share into their portal.
The fastest way: ask your TrustPager AI
If you have TrustPager connected to Claude, the quickest way to stand up a portal is to ask in plain English. For example:
"Create a portal for [the opportunity], share its proposal, invoice and intake form into it, and invite [client email] as a member."
It will create the portal, attach those records, and send the member their invite to log in.
Setting one up by hand
Every opportunity has a Manage Portal control. From there:
- Create Portal picks a template (the design) and creates this opportunity's portal.
- Add to Portal ticks exactly what the member can see: documents, invoices, work orders, forms, scheduling, files, and notepad pages.
- Invite Members adds the people who can log in, either by picking the opportunity's contacts or typing any email. Each person gets an email branded in your company's colours inviting them to your portal.
- Preview Portal opens the portal exactly as a member sees it, visible only to your workspace, so you can check it before inviting anyone.
Preview a portal from the opportunity or contact record
You no longer need to open the portal editor to see what a client sees. Any opportunity or contact page surfaces a one-click preview directly from the record.
- From an opportunity: open the opportunity at app.trustpager.com/crm/opportunities, then find the Portals card. Each portal row shows a View button (eye icon) next to Edit. Click it and the portal opens in a new tab, exactly as the client sees it: their progress tracker, shared forms, uploads, and any pages you have shared.
- From a contact: open the contact at app.trustpager.com/crm/contacts and look for the Portals card in the right sidebar, below Quick Links. Because portals attach to opportunities, this card shows one row for every portal linked to that contact's related opportunities. Each row has the same View and Edit buttons, plus Add Portal.
The preview is workspace-only. Your client is not notified when you open it, and it does not change anything in their portal. The View button is available to all team members, including read-only users. Edit and Add Portal still require write permission.
Designing the look (templates)
Portal templates are built at app.trustpager.com/operations/portals. A template has four modes:
- Settings: branding (logo, colours, a portal icon), a short portal description shown in the invite email and on the welcome page, and your contact details.
- Home: the welcome content members land on (a rich editor), plus which blocks show.
- Tools: the schedulers and forms members can use.
- Pages: published notepad folders that appear as top-menu pages.
Every portal you create from a template inherits its design, and you can still add extra records per portal with Add to Portal.
What happens when you invite someone
When you invite a person, TrustPager sends them an email branded in your company's logo and colours that says they have been invited to your portal, with a short description of what the portal is for and a button straight into it. What happens when they click depends on whether they already have a TrustPager login:
- New people set a password and accept the terms on a welcome page, then land straight in your portal.
- People with a half-finished invite (invited before but never set a password) get a fresh set-up link and finish the same way.
- People who already use TrustPager simply get access and sign in with their existing password, with no new password needed.
Everyone you invite is an external, portal-only login. They never join your workspace or see your CRM, only the records you share into their portal. In Invite Members, a person shows as "Invited, awaiting password setup" until they finish, then as "Active, can log in".
Collecting documents from clients
To collect a checklist of documents (for example a loan or onboarding pack), use a Form with a named file-upload field for each document. Clients upload each item, and their progress saves across multiple sessions. To track your review of each item, use Work Orders with your own statuses (for example Pending Review, Approved, Needs Resubmission). An automation can share the form into the portal when a deal reaches a stage, and an auto-queue can chase clients who have not finished.
What members see
Members log in at portal.trustpager.com and see a branded home page with a welcome message, anything that needs their attention, and their contacts on your team. The top menu and sidebar give them their Tools, Pages and shared records. They only ever see their own portal.
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