Setting Up SSO (Single Sign-On)

Step-by-step guide to configuring SAML Single Sign-On in Foyer with Microsoft Entra ID (Azure AD), Okta, Google Workspace, and other SAML 2.0 Identity Providers.

ByAdam BergerJun 3, 2026

Home

Learn about the Foyer home page and how it can be customized for your client portal

ByJoe LinscottJul 1, 2025

Spaces

Learn how to exchange files, chat, and manage permissions within your client portal

ByJoe LinscottJul 1, 2025

Pages

Learn how Foyer Pages can be used as a knowledge base for your client portal

ByJoe LinscottJul 1, 2025

Clients

Discover how to invite and manage clients in your Foyer client portal

ByJoe LinscottJul 1, 2025

Staff

Discover how to invite and manage staff members in your client portal

ByJoe LinscottJul 1, 2025

Forms

Discover how to use all Foyer Form fields, permission form sets, and more.

ByJoe LinscottJul 1, 2025

Groups

Learn how to create groups in Foyer to organize your clients and staff

ByJoe LinscottJul 1, 2025

Account

Learn all the functionalities of a Foyer account from changing your avatar to setting multi-factor authentication

ByJoe LinscottJul 1, 2025

Org

Discover all the organization wide settings within your client portal

ByJoe LinscottJul 1, 2025

Logs

Learn all audit log types that the Foyer client portal reports by default.

ByJoe LinscottJun 29, 2025

Foyer Setup Guide

Learn how to setup your Foyer Client portal for setting up file management, inviting users, white labeling your portal, creating groups, and more.

ByJoe LinscottJun 27, 2025

How To Set Up Power BI Embedded in Foyer

Detailed documentation for embedding Power BI reports in your Foyer client portal.

ByJoe LinscottJun 4, 2025

How to Change a Client's Email Address

Change a client's email address in case they lost access to their email or want to use a new email address.

ByAdam BergerMar 11, 2025

How to Change Your Admin Account's Email Address

Change your admin email address if you’ve lost access to your current one or simply want to switch to a new address.

ByAdam BergerMar 11, 2025

How to Create Groups

How to create and use groups functionality in Foyer

ByJoe LinscottMar 11, 2025

How to Set a Custom Logo Image For Any Form

Here's how you can customize a form in Foyer to use your own custom logo image.

ByAdam BergerMar 5, 2025

Where Can I Find My Foyer Subscription Invoices?

Here's how you can find your Foyer subscription invoices.

ByAdam BergerMar 3, 2025

How to Set Up a Custom Email Address for Your Client Portal

Choose which email address you'd like all your client portal notification emails to come from.

ByAdam BergerFeb 27, 2025

How to Resend a Client Invitation Email [Resend Registration Link]

Step-by-step guide on how to resend invitation emails to any of your clients or staff.

ByAdam BergerFeb 27, 2025

How to Change Staff & Client Invitation Duration [Invitation Expiration]

Here's how you can set your client & staff invitations to expire sooner (for higher security) or later (for better convenience) depending on your business use case.

ByAdam BergerFeb 27, 2025

How to Allow Clients to Upload Files Without Logging In

Here's an easy way to allow clients to upload files to you without your clients needing to make accounts (using Foyer SafeDrop).

ByAdam BergerFeb 27, 2025

How to Allow Clients to Create Their Own Accounts [Self Registration]

Step by step guide on how to allow your clients to register their own accounts without the need to invite them directly.

ByAdam BergerFeb 27, 2025

How to Set Up a Custom Domain for Your Client Portal

Here's how you can set up your custom domain with your Foyer client portal.

ByAdam BergerFeb 27, 2025

How to Bulk Import Your Clients Into Foyer

Learn how you can bulk import your clients into your Foyer client portal with any spreadsheet.

ByAdam BergerFeb 27, 2025

How to Share Files Publicly with Foyer

Learn a quick and easy way to share files publicly with Foyer SafeLinks.

ByAdam BergerFeb 27, 2025

How to Uninstall Your Foyer Outlook Add-in

Learn how to uninstall your Foyer Outlook Add-in

ByJoe LinscottJan 26, 2025

How to Create a Custom Home Page for Your Client Portal

Learn how you can customize your client portal by assigning custom home pages for any user.

ByAdam BergerOct 28, 2024

How to Upgrade Your Foyer Subscription

Learn how to sign up for Foyer, choose your license, and select the right amount of staff your business needs.

ByAdam BergerJan 10, 2024

How to Send Secure Email with the Foyer Outlook Add-in

Send secure email and transfer large files via email with Foyer

ByAdam BergerJun 5, 2023

How to Send File Signature Requests with DocuSign

Use our DocuSign integration to request file signatures for any file in a Space.

ByAdam BergerMar 9, 2023

Using File Preview

View files before downloading, and verify the files you're sharing.

ByAdam BergerNov 22, 2022

How to Upload Files as a Client

Learn how to upload files to the organization

ByAdam BergerNov 20, 2022

How to Upload Files to Clients

Learn how to upload files to your clients as a staff or admin of your business.

ByAdam BergerNov 18, 2022

How to Add a Client

Learn how to get your clients onboarded to Foyer.

ByAdam BergerNov 14, 2022

How to Add a Staff

Learn how to get your employees onboarded to Foyer.

ByAdam BergerNov 14, 2022

Creating Folders

Better organize files for your clients using folders.

ByAdam BergerNov 2, 2022

How many accounts can my organization make?

ByAdam BergerOct 12, 2022

What kind of files can I share?

ByAdam BergerOct 12, 2022

Is there a limit to how many files I can share?

ByAdam BergerOct 12, 2022

Which plan is right for my business?

ByAdam BergerOct 12, 2022

How much storage do I get?

ByAdam BergerOct 10, 2022

Can my company try Foyer before buying?

ByAdam BergerOct 4, 2022

Can I cancel my subscription?

ByAdam BergerOct 2, 2022