Client Portal settings

The Settings tab of a Client Portal has two sections, General and Security & Access. Each one shows its main settings first and keeps the less-used ones under Advanced settings.

General

Setting	What it does
Default template	The template applied when neither the case nor its workflow provides one.
Client portal ID	Under Advanced settings. Identifies the portal, which matters when you run several of them. The ID is a path parameter in the portal URL.
Space	Under Advanced settings. The space new cases created from this portal are assigned to. Shown when your workspace uses spaces.
Support email	Under Advanced settings. The address shown to contacts when an error occurs.
Redirect after completion	Under Advanced settings. Where contacts are sent once all checks are complete. You can use the variables `{caseId}` and `{externalId}` in the URL, and they are replaced dynamically.

Security & Access

Setting	What it does
Shared link access	How a shared link opens the portal. Direct access: anyone with the link can sign in until it expires, and the select next to it sets the link validity (1, 3, 7, 14 or 30 days, or a custom duration). Email verification: each sign-in requires a one-time login link sent to the contact's email. See Secure share links.
Allow public case creation	When enabled, anyone with the portal link can start a new case without signing in. When disabled, contacts must sign in before starting a case.
Allow contacts to switch cases	Under Advanced settings. When enabled, contacts can switch between their cases from the portal menu. When disabled, contacts stay in the case opened by their link.
Who contacts can invite	Under Advanced settings, on KYB portals. Whether contacts can invite Nobody, Existing case contacts or Existing and new contacts to collaborate. See Collaboration between multiple individuals.

Changes are saved as you make them, and apply to contacts once you click Publish changes.