Client Portal Setup in Tesoro CRM Complete Configuration Guide

1. Click on your profile photo in the top right of Tesoro CRM

2. Select "Settings" from the dropdown menu

3. Go to the "Client Portal" section in the left menu

4. You now see the portal overview dashboard

Admin Rights Required: If you don't see the Client Portal option, contact your account administrator to get the right permissions.

Dashboard Overview: Here you see statistics like number of active portals, last logins, and popular content.

1. Click on the "Activate Client Portal" toggle at the top of the page

2. The toggle turns green and shows "Active"

3. A confirmation popup appears with your portal URL

4. niete this URL - this is the address where clients log in

Your Portal URL: Typically something like portal.tesoro-crm.nl/yourcompany

Important niete: Once activated you get a 14-day trial period. After that there are costs associated with the number of active portal users.

Initial Configuration: After activation, a basic portal setup is automatically created with your company details.

After activation Tesoro automatically checks if your basic information is complete:

✅ Automatically Filled:

• Company name: From your account profile
• Contact information: Email and phone
• Logo: If you've uploaded this in your profile
• Colors: Default Tesoro branding

To Fill Manually:

• Welcome message: Personal message for clients
• Support contact details: Who clients can contact with questions
• Portal name: What your portal is called (e.g. "My Property Portal")

Tip: Click "View Preview" to see how your portal looks to clients.

1. Go to "Branding" tab in portal settings

2. Click on "Upload Logo" to add your company logo

3. Update your company details if they're niet correct:

• Company name: As clients know you
• Tagline: Short description of your service
• Contact information: Main phone and email
• Address: Business address for trust

Logo Specifications:

• Format: PNG, JPG, or SVG
• Size: Minimum 200x80 pixels, maximum 800x200 pixels
• Background: Preferably transparent (PNG)
• Color: Ensure it's readable on light background

Color Options:

1. Choose "Primary Color" - used for buttons and links
2. Choose "Secondary Color" - used for accents
3. Choose "Header Background" - color of the top section

Preset Themes:

• Professional Blue: Traditional and trusted
• Modern Green: Fresh and eco-friendly
• Elegant Grey: Sleek and timeless
• Luxury Gold: Premium and exclusive
• Custom: Choose your own colors

Tips for Color Choice:

• Use maximum 3 main colors
• Ensure sufficient contrast for readability
• Test how it looks on different devices
• Consider your existing marketing materials

Why a welcome message is important: It's the first thing clients see and sets the tone for their experience.

Customize Welcome Message:

1. Go to the "Content" tab
2. Click in the "Welcome Message" field
3. Write a personal, warm message
4. Use the rich text editor for formatting

Example Welcome Messages:

Best Practices:

• Keep it short but personal (50-150 words)
• Mention what they can expect in the portal
• Clearly state how they can get in touch
• Use an enthusiastic but professional tone

1. Go back to "Client Portal" main page

2. Click on "+ New Portal Access"

3. Search and select the contact that should get access

4. The contact must already exist in your CRM contact list

Requirements for Portal Access:

• Valid email address: Required for login credentials
• Contact type: Must be set as 'Client' or 'Active Lead'
• Complete name: First and last name must be filled in
• Linked to property: Recommended but niet required

Tip: If your contact isn't listed, first go to Contacts to complete the basic information.

Choose Access Level:

• Basic Access: View documents, receive messages
• Standard Access: + Send messages, view appointments
• Extended Access: + Upload documents, add notes

Set Specific Rights:

1. Documents: Which documents may the client see?
2. Properties: Which properties are relevant?
3. Communicatie: May they send direct messages?
4. Calendar: May they see/schedule appointments?

Privacy Settings:

• Data Retention: How long does data remain available?
• Download Rights: May they download documents?
• Contact Visibility: May they see other contacts?

Automatic Invitation:

1. Check the client's email address
2. Click "Send Invitation"
3. Tesoro automatically sends a personal email
4. The client receives login instructions and a temporary password

What the Client Receives:

• Welcome email: With portal URL and login details
• Temporary password: Must be changed on first login
• Instructions: How to log in and navigate
• Support contact: Your details for questions

Manual Options:

If automatic email doesn't work:

1. Copy the portal URL and login details
2. Send these manually via your own email
3. Or call the client and walk through the login process together

First Login: Invitations are valid for 72 hours. After that you need to send a new one.