Because customer portals often contain sensitive information, itâs necessary for users to access your portal via a secure login. Usually this login page is embedded directly onto your companyâs website, so itâs easy for customers to find and come back to.
Depending on how youâve configured your portal, customers may be able to sign in with a simple ID and password, or with information like a unique account number. Alternatively, you can create an app specifically for your client portal, in which case the end user will install the app and access your client portal from their mobile device.