scormPROXY > Customer Portal
Key Features of the Customer Portal
Whether you’re managing a large customer base or just a few clients, the Customer Portal gives you the flexibility to offer a more personalized experience while automating key processes like license management and reporting.
How the Customer Portal Works
Once enabled, each client will have their own secure login to the portal, where they can manage their content, licenses, and access to reports. Administrators can fully customize the portal to reflect their brand identity, from the portal’s front page text and footer information to custom invitation emails for clients.
Customer Portal Configuration
Allows administrators to tailor the portal’s settings to meet the needs of their customers. Customization options include:
- Frontpage Text: Personalize the welcome message displayed to clients when they access the portal.
- Footer Text: Add custom legal or contact information in the footer of the portal.
- Invitation Emails: Customize the invitation emails sent to clients, ensuring the communication is aligned with your brand voice.
Customer Management and Permissions
Administrators can manage which clients have access to the portal, configure settings specific to each client, and even restrict access to certain product catalogue categories. Features include:
- Control over what clients can see and request within the catalogue.
- Options to allow clients to download product connectors and attachments.
- Client-specific permissions to request additional licenses or new product licenses.
- Manage which users from each client have access to the portal, with the ability to invite or remove users at any time.
