How to use the client portal and bio page editor sharing?

Help Center Client Portal
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What is the Client Portal?

The Client Portal in Linko is a tool that lets you manage your clients in a branded environment.

It allows you to use your own domain, logo, and favicon to create a professional dashboard where clients can access and edit their assigned Bio Pages.

What is Bio Page Editor Sharing?

Bio Page Editor Sharing allows you to create Bio Pages for your clients and give them editing access.

Then, clients will be able customize their assigned bio pages while you maintain control over the account and its features.

Key Features:

  • Full branding with your domain, logo, and favicon.

  • Easy assignment and management of Bio Pages.

  • Secure client access dashboard.

Setting up the Client Portal

Requirements

Step-by-step instructions

Client Portal access:

  1. Go to the Client Portal section.

  2. Click on Add Client.

    Adding a client at the Client Portal
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  3. Enter the client’s details and create login credentials.

  4. Select your branded domain from the list.

  5. Check :heavy_check_mark: the invite option, if you want to send the invitation email with the password automatically or share it manually later.

    Entering the client information
    Entering the client information1920×970 76.7 KB

Test the Portal:

  1. Log in to the Client Portal using the credentials created.

  2. Confirm the branded domain is working and accessible.

    Client Portal login page
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Creating and assigning Bio Pages

Steps for creating a Bio Page

  1. Go to the Bio Pages section.

  2. Click on Create Bio.

    Creating a bio page
    Creating a bio page1920×995 105 KB

  3. (Optional) Customize the Bio Page.

  4. Save your Bio Page.

Assigning Bio Pages to Clients

  1. After creating the Bio Page, click on the action icon (…) for the Bio Page.

  2. Select Add to Client from the dropdown menu.

    Assigning a Bio Page to the Client
    Assigning a Bio Page to the Client1920×970 143 KB

  3. Choose the client from the dropdown list and click Add.

    Selecting a client from list
    Selecting a client from list1920×970 114 KB

Sharing the Bio Page Editor

  1. Follow the steps mentioned above to create and assign a Bio Page.

  2. Share the credentials with the client:

    • If you checked :heavy_check_mark: the invitation email option, then the client will receive an email with credentials to log in and customize their Bio Page.

    New account created
    New account created1221×726 54.7 KB

    • If not, then share the client portal login URL, user email, and password with your client manually.
    Login URL: https://yourdomain.com/clients/login
Email: clientemail@gmail.com
Password: ABCD1234

Managing Clients and Bio Pages

How to delete a Client?

  1. Go to the Client Portal section.

  2. Find and select the client you wish to delete.

  3. Click on the action icon (…) and select Delete.

Note: Deleting a client is irreversible.

Deleting a Client
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How to unassiagn a Bio Page from a Client?

  1. Go to the Bio Pages section.

  2. Find the Bio Page you want to unassign.

  3. Hover over the client’s name and click on the X icon to unassign
    the Bio Page.

Unassigning a Bio Page from a client
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FAQs

1. Can I add my own logo and favicon to the client portal?

Yes, the client portal is brandable, and you can add your own logo and favicon. Check out these guides for adding your logo and favicon:

2. Can I make the invitation email template branded?

No, the client invitation email template is not customizable or brandable.

3. How do I assign multiple Bio Pages to a single client?

You need to create new Bio Pages as mentioned above and then assign them to the client by selecting Add to Client from the options menu.

4. Can I change a client’s name, email, or password later?

Yes, you can edit client details and credentials after creation.

5. Can I also access or edit my client’s Bio Page?

Yes, as an account admin, you can access and edit your clients’ Bio Pages.

6. Can my client see the stats of their Bio Page?

Yes, clients can view the clicks and stats of their Bio Pages.

7. Can my clients change the password of their account?

No, clients cannot change their passwords. This feature is not yet available.

8. Will my clients see Linko branding on the Bio Page?

No, if you remove Linko branding while creating the Bio Page, clients won’t see any Linko branding.

9. Can clients create their own Bio Pages?

No, clients cannot create Bio Pages. Admins must create and assign Bio Pages to maintain control.

10. Can clients edit their Bio Page’s custom alias?

No, clients cannot change the custom alias. This rule is in place to prevent mistakes that could break the Bio Pages by changing the bio page slug.

11. Is SSL required for the Client Portal?

Yes, SSL is required for branded domains. Use Cloudflare to enable SSL for your subdomain.

12. Can I use the Client Portal without a custom domain?

No, the Client Portal requires a branded domain for white-labeling.

13. Are there limits on the number of clients or Bio Pages?

With the Agency plan, there are no limits on clients or Bio Pages.