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Client portal

A customer portal on your own domain

On your own domain, with SSO or credential login: a self-serve space where customers sign up and manage their own account.

  • Your brand & domain
  • SSO or login
  • Self-serve
Your branding
portal.acme.com

Theme

LightDark
Single sign-onCustom profile page
On your domain

Your logo, your colors, your URL

On your own domain, with your customers' account front and centre, not a SettleBoard screen.

app.yourbrand.com
Your brandOverviewSubscriptionsTickets

Your product's front door

  • A portal that looks like yours

    Your logo, your domain, light and dark themes: a self-serve space for clients that feels like part of your product.

  • Branded
  • Custom domain
  • SSO login
  • Credential login
  • Self-serve sign-up
  • Custom profile
  • Portal widgets
  • Manage subscriptions
  • Invoices & payments
  • Open tickets
  • Light & dark
  • Shared datasets

Your brand, your domain

Style the portal to match your product and serve it from your own custom domain, so it feels like part of your app, not a bolt-on. Light and dark modes ship in, and a custom profile lets each customer set up their own space.

Your branding
portal.acme.com
Acme SSO
SubscriptionPro · Active
Invoices12 paid
Support1 open

Let customers serve themselves

Customers sign in to manage subscriptions, see invoices and payments, and open tickets through portal widgets, cutting the routine load on your team. The portal reads from shared datasets, so what customers see stays in step with your data.

Self-serve
My accountjane@acme.io
My subscriptionPro · Active
Invoices & payments#INV-42 · $129.00
Support ticket1 open
Payment methodVisa ···· 4242
Reads from your shared datasets, always in step with your data

Works hand in hand with

Give customers a place to self-serve

Stand up a branded portal on your domain. Start free on the StartUp plan, no card.

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