How do we set a landing page for the client portal?

Edcel Ceniza Updated by Edcel Ceniza

What is a landing page?

A landing page is the first page that will load for a client once logged in to the client portal

How do I set a landing page?

Setting a landing page for the client can be easily done from the admin console, but may not be very obvious.

The logic: Any menu item that is at the top order of a menu becomes the landing page.

Menu items can be easily re-arranged by clicking and dragging them to position in the Menu Group. If you want a specific menu item as landing page, just click and drag it to the top of the menu group.

Why are landing pages essential?

Landing pages enabled you to personalize the client experience while using the client portal. For example, you can create a menu specific for Approvers and have "Approvals" as the landing page.

This means, each time any of the approvers login to the client portal, they will be greeted with tickets that are pending their approval. With the flexibility of menus using custom menu items, the possibility in what landing page you can set are endless.

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