Traffio

Introducing Traffio Client Portal

This guide explains how to invite client contacts to the client portal

Inviting Client Contacts to Client Portal

This guide explains how to manage client contacts who are connected with your business in the client portal

Managing Client Portal Users

This guide explains how to create a client portal user account for yourself to test out the client portal

Testing the Client Portal

This article answers the frequently asked questions about client portal

Client Portal FAQs

Articles explaining how the client portal works

Client Portal 

This guide explains how client portal user accounts are created

Client Portal User Accounts

This guide explains how to update your user details

Updating Client Portal Details

This article goes through the bookings section viewable in the client portal

Bookings Within Client Portal

This guide explains the suppliers section of the client portal

Client Portal Suppliers

This guide explains the projects section in the client portal

Client Portal Projects

Client Portal Users

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.