Create a Microsoft Excel Client Portal (Step-By-Step)

Microsoft Excel stands as one of the most powerful and versatile tools at our disposal. Whether you’re a seasoned analyst, a budding entrepreneur, or someone who simply wants to get organized, Excel offers a rich suite of features designed to streamline tasks, analyze data, and present information in a clear and actionable way. From basic spreadsheets to complex data models, this software can transform how you manage and interpret information.

But can we make a Microsoft Excel Client Portal? Microsoft Excel is one of the best tools for creating your spreadsheets, but it's not the best at being a client portal. That's okay though, because Microsoft Excel usually comes with other Microsoft solutions that gives us the ability to create our own Microsoft Excel client portal.

In this guide, I'll show you how to create a Microsoft Excel Client Portal, with other Microsoft applications, and with Foyer.

How to Create a Client Portal for Excel

Creating a Microsoft Excel client portal involves setting up a structured and secure environment where clients can access, view, and interact with data relevant to them. While Excel isn't traditionally used as a client portal in the way specialized software might be, you can still create a functional and effective system for managing client information and sharing data. Here's a step-by-step guide to help you build a basic client portal using Microsoft Excel:

1. Define Your Objectives

Before diving into Excel, clarify what you need from your client portal. Determine:

• What information clients need to access.
• How frequently they need to access it.
• What level of interaction (view-only, editing, etc.) is required.

2. Set Up Your Workbook

a. Create a New Workbook: Open Excel and start a new workbook. This will serve as the foundation of your client portal.

b. Design the Structure: Decide on the structure of your portal. Common components include:

• Dashboard: A summary page with links or summaries of other sheets.
• Client Information: A sheet with client-specific details and data.
• Reports: Sheets for different types of reports or data views.
• Action Items: A sheet for tracking tasks or requests.

3. Build the Dashboard

a. Design the Layout: Create a clean and user-friendly dashboard. Use tables, charts, and hyperlinks to organize and present information.

b. Add Navigation: Include buttons or links to navigate to different sheets within the workbook. This can be done using Excel’s hyperlink feature:

• Highlight a cell.
• Right-click and select “Hyperlink.”
• Choose “Place in This Document” and select the target sheet.

c. Include Summary Data: Add key metrics or summaries that provide an overview of the client's data. Use functions like SUM(), AVERAGE(), or COUNTIF() to aggregate data.

4. Populate Client Information

a. Create Client-Specific Sheets: Set up individual sheets for each client, or use a single sheet with different tabs or sections for each client.

b. Enter Client Data: Input relevant data such as contact details, service history, project status, etc. Ensure this data is accurate and up-to-date.

c. Use Data Validation: Implement data validation rules to ensure data integrity and consistency. For example, restrict input to specific formats or values.

5. Incorporate Interactive Features

a. Use Formulas and Functions: Incorporate Excel formulas and functions to automatically update and calculate data based on inputs.

b. Add Filters and PivotTables: Create PivotTables and use filters to help clients easily analyze and view their data.

c. Utilize Conditional Formatting: Apply conditional formatting to highlight important data points or changes, such as overdue tasks or performance metrics.

6. Secure Your Workbook

a. Protect Sheets and Workbook: To prevent unauthorized changes, protect your sheets and workbook:

• Go to the “Review” tab and select “Protect Sheet” or “Protect Workbook.”
• Set passwords and permissions to control access and editing.

b. Backup Regularly: Ensure you have a backup system in place to prevent data loss. Save copies of your workbook in different locations or use cloud storage.

7. Share the Portal

a. Share Via OneDrive or SharePoint: Upload your workbook to OneDrive or SharePoint if you need to share it with clients online. This will allow clients to access the portal from anywhere with an internet connection.

b. Set Access Permissions: Control who can view or edit the workbook by adjusting sharing settings. You can provide view-only access or allow editing based on your needs.

8. Maintain and Update

a. Regular Updates: Keep your portal updated with the latest data and make adjustments based on client feedback.

b. Monitor Usage: Track how clients interact with the portal and make improvements to enhance usability and effectiveness.

By following these steps, you can create a functional client portal in Microsoft Excel that helps streamline communication, manage data, and enhance client interactions. While Excel may not replace more advanced client portal solutions, it can be a powerful tool for simpler, data-centric needs.

How to Create a Microsoft Excel Client Portal with the Microsoft Ecosystem

Developing a standalone Microsoft Excel client portal has its limitations, but it can be greatly enhanced when integrated with other Microsoft tools included in your pricing plan. This method does require more setup time, as you'll need to create Power Pages for presentation and customer onboarding, use Teams for chat and messaging, and utilize Microsoft Forms. We at Foyer spent quite a bit of time making a client portal with Power Pages ourselves that you should check out. There are still a few cons to this path of making a Microsoft Teams Client Portal,

Pros

• Chat
• Video Calls
• File Exchange
• Custom pages
• Microsoft Security Integrations
• Third Party Integrations

Cons

• No custom branding on look and feel with your brand within chat and video
• Clients may not be able to join your Teams Client Portal if their work email account has IT rules that prohibit joining groups and chats outside their organization

How to Create a Microsoft Excel Client Portal for Teams with Foyer

Foyer is client portal that has all the essential features your business needs to interact with clients from any industry. You'll get a client portal for: secure file sharing, encrypted messaging, an integration with DocuSign for e-signatures, secure email, and more in just minutes. All data is encrypted end-to-end, so you can be confident your business and your customer's data is safe. While it's not strictly a Microsoft Excel Client Portal, this may be the best approach if you don't have to stay within the Microsoft ecosystem.

Pros

• Chat
• File Exchange
• Custom pages and onboarding experience
• Custom branding look and feel across the entire user experience
• Microsoft Security Integrations
• Third Party Integrations

Cons

• No video conferencing

To set up your client portal visit the onboarding wizard, and enter your name, email, and business name. Your client portal will be created within just 1 minute (there's no commitment necessary).

You can access your client portal as a "subdomain" of Foyer like "example.usefoyer.com". During the onboarding process, you'll be able to choose which subdomain you want. If you need to setup Foyer as a subdomain of your own domain (e.g. "portal.yourbusiness.com"), we can set that up for you too just contact our Support team.

After the onboarding process completed, you'll be redirected to your customer portal's home page. On the left, you'll see a drawer where you can access and configure all the features of your portal (e.g. secure file sharing, custom forms, knowledge bases, etc...).

For now we are just going to cover how to share files, but later in the guide we will touch on some of the most essential features you have.

A common use case is simply sharing files with a business client. You can do this in two different ways with Foyer.

You can invite clients directly to Spaces (this will require you to know the client's email address).

Or you can send a link to your "SafeDrop" page, so your business clients can send you files without signing in.

I'll show you how to share files both ways! I'll start by showing you how to invite your clients directly to a Space.

First, let's cover what exactly a "Space" is.

Spaces are secure places where you can share files and send secure messages with clients and your staff. All the files and messages within one Space are only visible by the members of the Space (just like a group chat in Teams, Slack, iMessage, etc...).

You can making a space by visiting the Spaces page (click on "Spaces" on the left drawer), then by clicking the "+" icon on the left.

When adding a new space, you'll see a dialog like the one below. You can set the name of the Space, and choose which members have access to any files or messages that will be shared. 

You can also share spaces with "groups". Groups are a great way to organize your business contacts, so you can assign access to an entire external business all at once. We will cover that in the next step!

If you need to invite a new client, you can just click the "Invite a new Client" button.

All you need to invite a new client is their email. Other information like name, phone number, and profile picture are all optional (they are free to fill in those details themselves too)!

Before you save the client, there are two options you might want to check out that are great for use cases.

First, is tags. With tags, you can organize your clients via labels. You could use this to organize your clients by which industry they are in (e.g. "Law Firm", or "Healthcare").

Second, is groups. With groups, you can organize your business clients into what businesses they belong to. Using groups makes it easy to assign access to resources (e.g. Spaces, Pages) to entire businesses all at once, instead of needing to remember which client belongs to which business.

Any new clients you add will automatically be added to the "Members" list, and they will have access to any files you make in your new Space.

To add a group, just start typing the name of a group, and click on the result. Groups are added to this list just like clients.

When you've added all the users and groups you need, click "Save", and you'll be directed to your new Space.

You can share files with everyone in the Space, by just dragging and dropping a file, or use the "Options" button. You can upload any files of any size, and any type. You can even upload entire folders!

To add or remove users or groups from the Space, visit the "Settings" tab, and edit the members list.

That covers the first option of sharing files with your client portal using "Spaces". Now let's talk about the second option, which is to allow business clients to send you files without needing to login.

In your Foyer client portal, this workflow is called SafeDrop.

Every organization has a SafeDrop portal included. You can find you link on the "Home" tab, or by visiting "example.usefoyer.com/upload" (replacing "example" with your org's subdomain name).

You can send your Foyer SafeDrop link to any client, and they can easily send you files from any device. They just have to enter their name, email, an optional message, and then any number of files.

Any files uploaded this way will show up on your Spaces page, and have a name like "SafeDrop from ...". Just like normal Spaces, you and the client will receive a notification for any files that are uploaded.

Anyone who has used your SafeDrop portal will show up as a "guest" client on your Clients page. To help manage your business contacts, you can click on any entry on the Clients page, and assign them to their relevant tag or groups.

White-Labeling Your Client Portal

With any customer portal, it is critical that you can white-label the portal to match your own brand. White-labeling helps your business clients recognize your brand, and build trust that your customer portal is legitimate. There are plenty more reasons why white-labeling is beneficial too.

Foyer's customer portal lets you customize colors, logos, emails, your domain name, and more.

On the "Org" page you can update:

• Your Logo
• • Shown on the login/sign up pages, all pages when logged in, on all forms, and on your SafeDrop page.

• Name
• • Shown in the header, and on login/sign up pages

• Color
• • Used in the header, on all buttons for every page

If you scroll down on the Org page you'll also find Foyer's email template that allows you to customize all your client and staff invitation emails.

How to Create Knowledge Bases In Your Client Portal

With your Foyer client portal, facilitating knowledge exchange among your team and clients is seamless.

To create knowledge base pages, navigate to the "Pages" section and click the "+" icon in the left drawer. Name your page and incorporate content using the rich-text editor. You can: embed videos, images, format text, and more.

Under the edit icon (beside the page title), you can designate which users and groups have access to the page. Shared pages will appear under the recipients' "Pages" tab, enabling knowledge base collaboration among your staff, while clients retain read-only access.

Moreover, you can assign a knowledge base page as the home page, ensuring that clients or staff are welcomed with specific content upon login. This proves invaluable for onboarding and seamlessly linking back to resources, enhancing your customer portal's utility.

Some business opt to use a dedicated service for knowledge bases, like Notion, but it is nice to have your knowledge base integrated right into your customer portal with Foyer.

How to Make Custom Forms For Your Client Portal

When you're interacting with other businesses, you'll often want to collect custom data (whether it be for feedback gathering or collecting onboarding information).

Foyer provides a solution just for this called Forms. Forms enable you to collect the exact information you need by letting you choose and a wide array of fields (e.g. text, files, multiple choice).

All data collected by your forms go straight into your customer portal where it can be easily shared internally in your organization. You can even collect files of any type and size (including large files). All you do is add a field, and choose the "file" field, and save the form.

You'll get an email to all your staff whenever a form is submitted so you never miss any updates from your clients. Anyone can opt-out of these notifications by visiting their notification preferences.

To get started, visit the "Forms" tab, click "Form Definitions", and "Add Form".

Each form is comprised of "steps", and each step has any number of fields. Fields can be textboxes, file inputs, or multiple choice check boxes.

You can choose the style of your form between the two built-in settings: "stepper" and "row". Stepper will treat each step as a different page (perfect for mobile), while "row" will show the whole form as a single page (ideal for desktop).

You'll often see business create forms using a service like Jotform, but having your forms built-in to your own customer portal is a great convenience.

How to Keep Your Customer Portal Secure Using Audit Trails

Client portals are not only about productivity, but also security. That's why Foyer has complete audit trails built-in, so you can track every security event that occurs within your organization to keep your clients and your business as a whole safe.

Each audit log is stamped with when it occurred, who did it, and what exactly happened. For security, these logs cannot be deleted. So you'll always have a way to go back in time to replay what happened. Here are a few example audit log actions:

• Deleting files
• Previewing files
• Disabling or enabling Two Factor Authentication (2FA)
• • Important to know if someone is subverting security measures
• Unsuccessful Login Attempts
• • Tells you if someone may be attempting to access your account

There are over 50 different audit log actions, so you'll have the full picture of what's going on in your client portal.

Also, if any of your customer are in the healthcare industry, audit trails is essential if you are storing HIPAA data or any other personally identifiable information (PII).

In addition, Foyer provides searching, filtering, and sorting through all audit logs to make auditing easy.

How to Secure Your Email Using Foyer's Secure Email Outlook Add-in

Foyer's Secure Email Outlook Add-in facilitates secure email communication, which is ideal for use cases where you're exchanging contracts, forms, and other sensitive data. It is particularly effective for:

1. Sending end-to-end encrypted files and messages via email.
2. Transmitting large files of any size and type through email.

Given the inherent risks associated with standard email for file transmission, adopting a secure email service is paramount for many businesses. Foyer's Secure Email Outlook Add-in addresses this concern by encrypting all file attachments and email contents, ensuring robust protection against data leaks.

Additionally, the add-in simplifies the process of sending large files, surpassing the typical 20MB attachment size limit imposed by traditional email providers. You can seamlessly drag and drop any file, regardless of its size, for secure email transmission.

For detailed instructions, please refer to comprehensive guide on how to send secure email.

If you're using another email provider than Outlook, check out this list of secure email providers. Whether you use Foyer secure email or not, you should really be encrypting all your email.

How Will You Use Your Microsoft Excel Client Portal?

I hope this guide has helped you understand how to make a Microsoft Excel Client Portal. I also hope I made it clear how to use features like secure file sharing, custom forms, knowledge bases, and secure email to boost your business's productivity and security.

If you have any existing data that you need to migrate into your client portal, let our Support team know, and we can discuss a solution for you.

Thanks for reading. If you have any feedback, please send a comment below!