Topics in this article:
Assigning a Roadmap Template Using Client Portal 2.0
In Client Portal 2.0, you can assign multiple roadmap templates to multiple transactions at once. Once you assign roadmap templates to a transaction, the client can log into Client Portal and see them.
Go to client.sisu.co and log into Client Portal. The Dashboard opens by default.
In the Transactions section of the Dashboard, use the search bar to find a transaction. You can enter one of the following client details to pull up the transaction:
name
email
phone number
address
Click the checkbox of the transaction you want to add a template to.
Click the Select Roadmap Templates drop-down, and click the checkbox of any template(s) you want to associate to the transaction.
Click Assign. Now when your client logs into Client Portal, they'll be able to see their personalized roadmaps (as long as it doesn't have a trigger).
Assigning a Roadmap Template Using Sisu
You can also assign roadmap templates from within individual transactions in Sisu. Once you assign roadmap templates to a transaction, the client can log into Client Portal and see them (as long as it doesn't have a trigger).
In Sisu, open a transaction.
In the menu on the left, click Client Portal.
Click the Associated Road to Close Template(s) drop-down, and select any templates you want to assign to the transaction.
Click Update. Now clients can log into Client Portal and view their roadmaps.
What should I do next?
Once your roadmap templates are assigned to transactions, Client Portal is ready to be used by your clients! Clients can log in by going to client.sisu.co, or if you have a branded Client Portal, you can send them a branded link that puts your own branding on the login screen as well.
For help sending a branded Client Portal link to your clients, check out this article in our Knowledge Base.