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

**URL:** <https://discussions.linko.me/t/how-to-use-the-client-portal-and-bio-page-editor-sharing/189>\
**Category:** Client Portal\
**Tags:** client-portal, bio-page-editor\
**Created:** [November 19, 2024, 12:47am UTC](https://discussions.linko.me/t/how-to-use-the-client-portal-and-bio-page-editor-sharing/189 "2024-11-19T00:47:21Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![linko](https://discussions.linko.me/user_avatar/discussions.linko.me/linko/32/337_2.png) [@linko](https://discussions.linko.me/u/linko)\
**Post date:** [November 19, 2024, 12:47am UTC](https://discussions.linko.me/t/how-to-use-the-client-portal-and-bio-page-editor-sharing/189/1 "2024-11-19T00:47:21Z")

</div>

## What is the Client Portal?

The Client Portal in [Linko](https://linko.me) 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](https://linko.me/bio-profiles).

## 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](https://discussions.linko.me/c/help-center/account-settings/17) and its features.

**Key Features:**

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

- Easy assignment and management of Bio Pages.

- Secure client access dashboard.

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## Setting up the Client Portal

### Requirements

- [Add a branded domain to your account](https://discussions.linko.me/t/how-to-set-up-a-branded-domain/100).

- Cloudflare account for SSL configuration.

### Step-by-step instructions

#### Client Portal access:

1. Go to the **Client Portal** section.

2. Click on **Add Client**.

3. Enter the client’s **details** and create login **credentials**.

4. [Select your **branded domain**](https://discussions.linko.me/t/how-to-choose-a-domain-for-link-shortening/45) from the list.

5. Check ✔ the invite option, if you want to send the invitation email with the [password](https://discussions.linko.me/t/how-to-use-password-protection/48) automatically or share it manually later.

#### Test the Portal:

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

2. Confirm the branded domain is working and accessible.

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## Creating and assigning Bio Pages

### Steps for creating a Bio Page

1. Go to the **[Bio Pages](https://discussions.linko.me/t/how-to-create-a-bio-page/143)** section.

2. Click on **Create Bio**.

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.

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

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## 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:

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## 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](https://discussions.linko.me/uploads/default/original/1X/ce5eb3635101a3f1da462809bcb00359183a6c4b.png)

### 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](https://discussions.linko.me/uploads/default/original/1X/df02249ed3120fa6d0d44e61989f480fe4bb3c0d.png)

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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:

- [How to add my brand logo and favicon to the client portal and short links?](https://discussions.linko.me/t/can-i-add-my-brand-logo-or-icon-to-my-shortened-links/128)

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### 2. Can I make the invitation email template branded?

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

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### 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.

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

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

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### 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.

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

Yes, clients can view the [clicks and stats](https://discussions.linko.me/t/what-are-short-link-analytics-and-how-do-i-track-them/159) of their Bio Pages.

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

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

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### 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.

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### 9. Can clients create their own Bio Pages?

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

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

No, clients cannot change the [custom alias](https://discussions.linko.me/t/how-to-add-a-custom-alias-to-my-short-links/47). This rule is in place to prevent mistakes that could break the Bio Pages by changing the bio page slug.

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### 11. Is SSL required for the Client Portal?

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

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

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

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

Yes, each plan has its own limit on how many clients you can add to your account.
